Wade Daniel is a CFP-designated registered investment advisor at Wealthquest Corporation, based in Cincinnati, OH, with 26 years of industry experience. Wade 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wealthquest Corporation
Previous Registrations
Wealth Planning CORP
State Registrations2 states
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