9258 Wealth Management

Wealth Management Firm in Butler County, OH

Firm Info
Address: 223 Ross Ave, Hamilton, OH 45013, USA
Phone: (513) 863-4015

Firm Size
Assets Under Management: $1 billion
# of Advisors: 11
# of Clients: 3,043
Client to Advisor Ratio: 277:1
Average Account Size: $330,386
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Banking Institutions
  • Investment Companies
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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9258 Wealth Management, LLC Overview

9258 Wealth Management LLC is a fee-only registered investment advisory firm headquartered in Blue Ash, Ohio. The firm has been in business since 2017 and is known for providing investment advice and financial planning services to individuals, small businesses, and institutional clients. The company has a team of experts that specialize in portfolio management, offering services that cater to both businesses and individuals. Along with portfolio management, 9258 Wealth Management LLC also offers pension consulting services. 9258 Wealth Management LLC's services extend beyond traditional financial management to encompass professional development and education in the field of wealth management. The company offers various educational workshops and seminars to help individuals sharpen their financial planning skills and stay updated on industry developments. The firm's comprehensive approach to wealth management has drawn clients from across the region, and their reputation for reliable advice and practical investment solutions is unmatched. Despite their head office being located in Blue Ash, Ohio, 9258 Wealth Management LLC is one of the leading investment advisory firms in the area. The flexibility of their fee-only arrangement means that their interests remain aligned with their clients' interests. This alignment has built a reputation for 9258 Wealth Management LLC as an investment firm that offers dependable, impartial advice tailored to each client's needs.

9258 WEALTH MANAGEMENT, LLC is a full-service financial advisory firm that serves a diverse range of clients, including individuals, high net worth individuals, banking institutions, investment companies, pension or profit sharing plans, charitable organizations, and other corporation types not listed. No matter what type of client they work with, the firm is committed to delivering personalized, results-driven financial planning and investment advice. When it comes to fee structures, 9258 WEALTH MANAGEMENT, LLC offers a number of options depending on the services provided. For clients who are looking for investment management and advisory services, the firm typically charges a percentage of assets under management (AUM). This fee is based on the size of a client's investment portfolio and is designed to align the firm's interests with those of the client. Alternatively, the firm may charge fixed fees for certain services, such as financial planning or tax preparation. These fees are typically based on the complexity of the work required and can vary depending on the individual needs of each client. Whatever fee structure a client chooses, they can rest assured that 9258 WEALTH MANAGEMENT, LLC is committed to providing transparent, high-quality service that caters to their unique financial goals and objectives.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure of 9258 Wealth Management, LLC states that they currently do not have minimum account size requirements for comprehensive portfolio management or retirement plan consulting services. However, the firm mentions that they reserve the right to accept or decline a potential client for any reason in its sole discretion. Therefore, it can be concluded that there is no investment minimum mentioned explicitly for this firm in their Part 2 Brochure.

How This Office Can Help Butler County, OH Residents

9258 Wealth Management provides tailored financial planning services to clients in Butler County, Ohio to assist them in achieving their financial goals. Our team of experts takes a client-centered approach that prioritizes their unique needs by creating comprehensive financial plans. We begin by analyzing their current financial situation and then recommend strategic investments, risk management, tax planning, retirement planning, and estate planning to help them secure their financial future. Living in Butler County, Ohio presents specific financial challenges to many residents. With the growing cost of living, many clients may face difficulty managing their debt, getting a new home, retirement planning, and paying for long-term healthcare expenses. At 9258 Wealth Management, we understand these challenges and work closely with our clients to identify their goals and develop personalized financial plans to help them achieve them. Our team of experts is committed to providing our clients with comprehensive financial advice that meets their unique needs and empowers them to achieve their financial goals.

To view the Minimum Investment and Fee Schedule for 9258 Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by 9258 Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by 9258 Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 223 Ross Ave, Hamilton, OH 45013, USA
Phone (513) 863-4015
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 4420 COOPER ROAD, SUITE 100, BLUE ASH, OH 45242, United States

This firm has no other locations.

State Registrations

9258 Wealth Management, LLC is registered to service clients in the following states:

  • California
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Kentucky
  • Michigan
  • Minnesota
  • New York
  • North Carolina
  • Ohio
  • South Carolina
  • Tennessee
  • Texas
  • Virginia
  • Wisconsin

Disciplinary History

9258 Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.