Assets Under Management
$1.9B
Number of Clients
1,534
Number of Advisors
14
Average Client AUM
$1.3M
AUM per Advisor
$138.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Wealthquest Corporation offers investment advisory services, financial planning, tax preparation, and estate planning to individuals, families, ERISA plans, and other entities. Services are offered under Ascend, Expeditions, and Summit programs, catering to different portfolio sizes. WQC primarily invests in mutual funds, ETFs, stocks, and bonds.
| Assets Under Management | 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% |
50 E-Business Way, Suite 120, Cincinnati, OH, 45241