Stephen King
Stephen King is a CFP-designated registered investment advisor at Wealthquest Corporation, based in Cincinnati, OH, with 25 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,534 clients with $1.9B 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 $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% |
Assets less than $500,000 are subject to a minimum quarterly fee of $1,500. Ascend Advisory Services charges 0.80% of the portfolio's value annually, plus a fixed fee of $1,800 per year, and an initial setup fee of $2,000. Fees are negotiable.
Fee Estimator
Location
50 E-Business Way, Suite 120, Cincinnati, OH, 45241
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen is an insurance agent for several companies, selling life, health, disability, and long-term care insurance, dedicating a few hours per week. He also owns rental property and works as an instructor for Kaplan, teaching the CFP curriculum, dedicating minimal time to each.
Employment History
Current Registrations
Wealthquest Corporation
Previous Registrations
Esi Financial Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.