Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of the client's total net worth or the value of the managed portfolio, typically ranging from 0.50% to 1.00%. Fees are individually negotiated and agreed upon at the beginning of the relationship based on the services provided. Manager fees are charged in addition to WDFO's fee. Certain principals and employees maintain insurance licenses and may receive commissions for sales of insurance products, with client notification in advance. Certain employees maintain licenses to practice law and may receive legal fees for the provision of these services.
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.
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