Brass Tax Wealth Management
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Overview
Brass Tax Wealth Management is located at 4755 Cornell Road, Cincinnati, OH. The firm employs 12 financial advisors to manage client portfolios and provide financial guidance. Brass Tax Wealth Management is not a registered broker-dealer.
Brass Tax Wealth Management oversees $674.3 million in assets under management across 2,414 accounts, all of which are discretionary. Over the past year, the firm has provided financial planning services to between 251 and 500 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, and corporations, with retail investors being the largest client type by accounts. The fee structure at Brass Tax Wealth Management includes asset-based and fixed fees. The firm has 165 high net worth clients and maintains affiliations with an accountant or accounting firm, an insurance company or agency, and a real estate broker or dealer.
Brass Tax Wealth Management is registered in the states of Florida, Indiana, Ohio, and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Brass Tax Wealth Management by the Numbers
$674.3 million
12
2,414
$279.3 thousand
Products and Services
Brass Tax Wealth Management provides a variety of financial services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. In the prior financial year, Brass Tax Wealth Management provided financial planning services to 251-500 of its customers. It is not involved in selling products or offering services apart from investment advice to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees largely vary depending on the services offered. Fees billed by Brass Tax Wealth Management most likely consist of some combination of the following fee types: asset-based or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with a number of different investors. It provides services to retail investors, high net worth investors, pension plans, charitable organizations, and corporations. Out of its 5 clients, Brass Tax Wealth Management's biggest client type by number of accounts is high net worth investors, although it also manages money for 165 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 9.26%
- Other Individuals - 89.84%
- Corporations - 0.73%
- Charitable Organizations - 0.17%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Brass Tax Wealth Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Brass Tax Wealth Management
Zionsville, IN
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Zionsville, IN
Cincinnati, OH
Cincinnati, OH
Brownsburg, IN
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