Advisor at THOR Wealth Management Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
THOR Wealth Management Inc
Location
Cincinnati, OH 45230
Credentials
Series 65
Industry experience
26 years
Based on THOR Wealth Management Inc
Based on THOR Wealth Management Inc
Fixed fee for tax preparation services, varies by complexity
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.875% annually $1,000,001 - $3,000,000: 0.750% annually $3,000,001+: 0.400% annually
Monthly wealth management fee of $200 for emerging wealth clients
Fee-only: For emerging wealth clients: 0.75% annually on first $3,000,000, 0.50% annually on assets over $3,000,000; plus $200/month wealth management fee
7346 Beechmont Ave.
Cincinnati, OH 45230
Ohio
Thor Investment Management, Inc.
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFA®, Series 63
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