Wealth Planning CORP
Assets Under Management
$518.2M
Number of Clients
454
Number of Advisors
2
Avg. Portfolio per Client
$1.1M
Avg. Managed per Advisor
$259.1M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Wealth Planning Corporation (WPC) offers investment advisory and financial planning services to individuals. WPC creates an Investment Policy Statement with clients to determine an appropriate asset allocation. WPC manages investments using a diversified model portfolio of mutual funds and ETFs. Financial planning services include retirement planning, education funding, insurance, estate planning, tax planning, and cash flow management. WPC may help implement recommendations, working with attorneys, accountants, and insurance agents.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.35% |
For deposits greater than $5,000,000, the fee is 0.75% on the first $5,000,000, then 0.35% on the amount over $5,000,000. A discount for Family Households (children, grandchildren, or parents) of related existing clients with balances greater than $500,000 will be applied under a discounted fee rate equal to 1.10% ($500,001 - $1,000,000) until such time as a Family Household client is eligible for any further bracket reduction based upon their own account size. Investment Advisory Fees for a charitable/non-profit organization’s account will be charged a flat fee equal to 60 basis points (0.60%).
Fee Estimator
Areas of Practice
Location
8370 E. Kemper Road, Cincinnati, OH, 45249