Wealthquest Corporation offers customized investment management and financial planning services tailored to individuals, families, business owners, and trusts. The firm structures its services across different tiers based on the size of the client's portfolio: Ascend for portfolios under $500,000, Expeditions for portfolios between $500,000 and $2,500,000, and Summit for portfolios exceeding $2,500,000. Wealthquest Corporation builds diversified portfolios primarily using mutual funds, exchange-traded funds, stocks, bonds, and structured products. In addition to investment management, the firm provides integrated financial planning, estate planning reviews, and federal, state, and local income tax return preparation as part of its core advisory services. Wealthquest Corporation operates as a registered investment advisor and acts in a fiduciary capacity, meaning they are legally required to act in your best interest.
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% |
Ascend clients with under $500,000 pay 1.00% plus a $1,800 annual fixed fee and a $2,000 initial setup fee. Expeditions and Summit clients with assets under $500,000 are subject to a minimum quarterly fee of $1,500. Fees are negotiable.