Wealth Dimensions Family Office, INC
Assets Under Management
$583.8M
Number of Clients
15
Number of Advisors
7
Average Client AUM
$38.9M
AUM per Advisor
$83.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wealth Dimensions Family Office provides family office services to high-net-worth clients, including financial planning, family governance, estate planning consultation, check-writing/bill-pay, philanthropy, reporting, and portfolio management. They select separate account managers to direct investments and monitor their performance. The firm uses AI notetaking tools during client meetings with client consent.
Fee Structure
Fees are based on a percentage of the client's total net worth or the value of the managed portfolio, typically ranging from 0.50% to 1.00%. Fees are individually negotiated and agreed upon at the beginning of the relationship based on the services provided. Manager fees are charged in addition to WDFO's fee. Certain principals and employees maintain insurance licenses and may receive commissions for sales of insurance products, with client notification in advance. Certain employees maintain licenses to practice law and may receive legal fees for the provision of these services.
Areas of Practice
Location
7870 E Kemper Road, Suite 210, Cincinnati, OH, 45249