Wealthquest Corporation
Assets Under Management
$1.9B
Number of Clients
1,534
Number of Advisors
14
Average Client AUM
$1.3M
AUM per Advisor
$138.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wealthquest Corporation offers investment advisory services under Ascend, Expeditions, and Summit programs to individuals, families, ERISA plans, charitable organizations, business entities, trusts, and estates. Services include portfolio management, financial planning, tax preparation, and estate planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee Estimator
WQC charges an annual fee based on a percentage of assets under management, as detailed in the fee table. They also offer financial planning, tax preparation, and estate planning services, sometimes with credits for outside professionals. Tax return preparation may incur a flat fee ranging from $250-$500 in select situations. Minimum investment is not explicitly stated.
Areas of Practice
Location
50 E-Business Way, Suite 120, Cincinnati, OH, 45241