Wealth Dimensions Group, Ltd. offers comprehensive financial planning, portfolio management, and general consulting services to individuals, families, trusts, and businesses. Founded in 1990 and based in Cincinnati, Ohio, the firm manages portfolios on both a discretionary and non-discretionary basis, primarily utilizing exchange-traded funds, mutual funds, and individual securities. The approach includes developing customized investment plans and financial profiles tailored to each client's specific goals, time horizon, and risk tolerance. In addition to core investment management, Wealth Dimensions Group provides specialized services such as estate planning reviews, covered call strategies for concentrated stock positions, and general financial consulting. Financial planning can be provided as a standalone service or integrated into an ongoing wealth management relationship. The firm emphasizes a fiduciary commitment to acting in its clients' best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The minimum annual fee is $5,000. Fees may be negotiated or discounted at the firm's discretion for charitable or civic organizations.