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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.35% |
For deposits > $5,000,000, 0.75% on the first $5,000,000, then 0.35% on the AUM > $5,000,000. A discount for Family Households of related existing clients with balances greater than $500,000 will be applied under a discounted fee rate equal to 1.10% ($500,001 - $1,000,000) until such time as a Family Household client is eligible for any further bracket reduction based upon their own account size.
Fee Estimator
Investment advisory fees are based on a tiered schedule of assets under management. For charitable/non-profit organizations, the fee is 0.60%. Financial planning services are provided under a fixed-fee arrangement, starting at $1,800, and may be discounted for investment advisory clients. WPC's hourly rate for additional services is $350 per hour.
Areas of Practice
Advisor Information
Office location
3801 Sharon Park Lane, Suite 125, Cincinnati, OH, 45241
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.
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Conley is the sole owner of Wealth Planning Corporation, a Registered Investment Advisor (RIA), for advisory activities. This takes about half of Conley's time.