Wealth Planning CORP
Assets Under Management
$518.2M
Number of Clients
454
Number of Advisors
2
Average Client AUM
$1.1M
AUM per Advisor
$259.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wealth Planning Corporation (WPC) offers fee-based investment advisory and financial planning services to individuals. They create investment policy statements based on client preferences and utilize diversified model portfolios. Financial planning encompasses retirement, education, insurance, estate, tax, and cash flow 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
Location
8370 E. Kemper Road, Cincinnati, OH, 45249