Assets Under Management
$583.8M
Number of Clients
15
Number of Advisors
7
Average Client AUM
$38.9M
AUM per Advisor
$83.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Wealth Dimensions Family Office provides family office services to high-net-worth clients, including financial planning, family governance, estate planning, check-writing/bill-pay, philanthropy, reporting, and portfolio management. They select separate account managers to direct investments and monitor their performance.
7870 E Kemper Road, Suite 210, Cincinnati, OH, 45249