Wealth Dimensions Group, Ltd. is a large advisory firm based in Cincinnati. It manages $430.04 million of regulatory assets for 455 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Florida, Indiana, and 3 other states.
Wealth Dimensions Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wealth Dimensions Group, Ltd. is $430.04 million. The firm's AUM has grown by 133% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wealth Dimensions Group, Ltd. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Wealth Dimensions Group is high net worth individuals with 106 clients and $282.89 million of assets under management. Among the 8 most similar advisory firms, Wealth Dimensions Group has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $430.04 million for 455 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Wealth Dimensions Group doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 64 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Wealth Dimensions Group, Ltd. performs its advisory services is located at 7870 E Kemper Road, Cincinnati, OH 45249, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 513-554-6000 or by fax 513-554-6006. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at wealthdimensions.com.