Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FDW charges fixed fees for financial planning, typically ranging from $2,500 to $5,000, but can vary based on complexity. The hourly rate for specific financial planning services is $200. For investment management, fees are negotiable, with a maximum annual advisory fee of 2.5% of managed accounts. Clients also pay transaction charges to the broker/dealer, not FDW. Minimum account size is $10,000, but may be waived.
Areas of Practice
Advisor Information
Office location
9081 County Road, Millersburg, OH, 44654
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 Activities
Quin is involved with Fourth Dimension Wealth, LLC as an investment advisor representative and provides administrative support, dedicating nearly full-time hours to these activities. Quin also serves as a board member for Design Outreach, Inc. and has a business entity for tax/investment purposes.