John Dexter is a CFP-designated registered investment advisor at Trinity Wealth Management LLC, based in Cincinnati, OH, with 16 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 94 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
TWM may negotiate rates on cash separately. Advisor may household Client assets with those of other family members when determining AUM and applying the above fee schedule.
Fee Estimator
Location
8040 Hosbrook Road, Suite 220, Cincinnati, OH, 45236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Trinity Wealth Management LLC
State Registrations1 state
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