Wealth Dimensions Family Office, Inc

Wealth Dimensions Family Office, Inc. is an investment advisory firm based in Cincinnati, Ohio, established in 2015. The firm specializes in providing family office services to high-net-worth clients, managing over $583 million in assets on a discretionary basis as of June 30, 2024. Services include financial planning, family governance, estate planning, check-writing, bill-pay services, philanthropy planning, and portfolio management. The firm's investment strategies include long-term and short-term purchases, margin transactions, options trading, and retirement plan advisory services. Wealth Dimensions Family Office, Inc. acts as a fiduciary, putting clients' interests first. The firm charges fees ranging from 50 to 100 basis points based on the total net worth or managed portfolio value, payable quarterly. Clients have the option to direct brokerage and custodial services. The firm participates in the Fidelity Family Office Services program, receiving benefits such as technology access and research services. Wealth Dimensions Family Office, Inc. does not have any disciplinary events to report and does not vote proxies for client securities. Clients are provided with regular account reviews and reports.