Wealth Dimensions Group, Ltd.
Assets Under Management
$1.0B
Number of Clients
729
Number of Advisors
9
Average Client AUM
$1.4M
AUM per Advisor
$113.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wealth Dimensions Group (WDG) offers financial planning, portfolio management, and general consulting. They develop financial profiles and investment plans based on client goals and risk tolerance. Financial planning covers estate, risk management, budgeting, retirement, education, and investment portfolio design. WDG manages portfolios on a discretionary or non-discretionary basis and may recommend third-party advisors.
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
Location
7870 E Kemper Road, Suite 210, Cincinnati, OH, 45249