Top financial advisors in Blue Ash, OH
We’ve curated a list of the best financial advisors in Blue Ash, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$849,590,816
Number of advisors
15 advisors
| $849,590,816 | 15 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Blue Ash, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Blue Ash. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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.
$849,590,816 under management
15 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesEducational Seminars/workshops
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Blue Ash, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Blue Ash. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.