Cincinnati Wealth Management specializes in financial planning and offers consulting and investment management services. They provide discretionary portfolio management tailored to client needs, with clients granting authority to make investment decisions. They also offer financial planning and consulting services on a separate fee basis, and hourly consulting services for specific financial needs. CWM uses Pontera to manage held away assets.
Assets Under Management$16M
Clients13
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$16M
www.cincinnatiwealth.cc ·www.facebook.com/cincinnatiwealthmanagement ·www.linkedin.com/in/ron-mahorney-cfp®-50310646
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,600
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
There is a minimum annual fee of $3,600 for investment management services only. Private, illiquid investments are charged 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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