Total Wealth Planning, LLC
Assets Under Management
$1.2B
Number of Clients
777
Number of Advisors
14
Average Client AUM
$1.5M
AUM per Advisor
$84.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Total Wealth Planning offers comprehensive wealth planning services, including cash flow analysis, tax planning, insurance needs analysis, college funding, executive compensation, retirement planning, and estate planning. They also provide investment supervisory services utilizing a diversification-focused investment philosophy.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are subject to minimums by service offering. Fees are negotiable in circumstances when multiple client relationships result from the same immediate family.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$750
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
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Location
4665 Cornell Rd., Ste. 160, Cincinnati, OH, 45241
