James Stechschulte is a CFA-designated registered investment advisor at Thor Wealth Management INC, based in Cincinnati, OH, with 8 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 493 clients with $680M 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 | 1.00% |
| $500K - $1.0M | 0.88% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.40% |
For emerging wealth clients (ages 28-40), the annual investment fee is 0.75% on the first $3,000,000 and 0.50% on any amount over $3,000,000.
Fee Estimator
Location
7346 Beechmont Ave., Cincinnati, OH, 45230
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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
Thor Wealth Management INC
State Registrations1 state
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