Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The minimum annual fee for any account is $5,000. WDG may make exceptions or negotiate special fee arrangements.
Fee Estimator
WDG's annual portfolio management fees are based on a percentage of assets under management (AUM). The minimum portfolio value is generally $500,000, with a minimum annual fee of $5,000. Financial planning services are often included for wealth management clients. Standalone financial plans have a written estimate provided in advance, payable one-half upfront and the balance upon completion. Hourly financial planning consultations range from $150 to $350 per hour, payable in arrears.
Areas of Practice
Advisor Information
Office location
7870 E Kemper Road, Suite 210, Cincinnati, OH, 45249
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sean is licensed to sell insurance in Ohio to provide insurance products to clients who need them.