9258 Wealth Management, LLC

9258 Wealth Management, LLC is an SEC registered investment adviser based in Blue Ash, Ohio, with President Walt Lunsford as the Managing Partner. The firm offers comprehensive portfolio management services, retirement plan consulting, and financial planning/consulting. Clients receive personalized investment strategies based on their financial goals and risk tolerance. The firm manages approximately $1.03 billion in assets, with both discretionary and non-discretionary management options available. Fees for comprehensive portfolio management are based on a percentage of assets under management, with rates ranging from 0.65% to 1.25%. Retirement plan consulting fees vary between 0.25% and 1.00% annually, with the possibility of a flat fee. The firm does not participate in wrap fee programs and does not charge performance-based fees. Clients may be subject to additional fees such as custodian fees, mutual fund expenses, and transaction costs. 9258 receives research and technology services from Raymond James and Schwab, which may indirectly benefit the firm. The firm does not accept 12b-1 fees or revenue share payments. Clients are encouraged to review their accounts annually, and the firm does not take custody of client assets. 9258 may exercise investment discretion for clients who grant authority. The firm does not vote on client securities and does not disclose financial information as it does not solicit prepayment exceeding $1,200 or have financial conditions that impair its commitments.