“Fees may seem small, but over time they can have a major impact on your investment portfolio.”
Securities & Exchange Commission, Office of Investor Education & Advocacy
Choose WealthBridge Portfolios
- Advisor Fees of .50% for portfolios above $50,000
- Portfolio construction utilizing low cost Exchange Traded Funds
- Committed to full transparency on all fees and expenses
- We use cutting edge technology to accurately identify your risk
- You receive the benefit of a personal advisor, a customized investment plan, and ongoing portfolio management
Your Wealth Grows Faster With Lower Costs
Get Started Today!
Simply select the “Get started online” button. Or, call us at 502-893-4555 to learn
what partnering with a WealthBridge financial advisor could mean for your portfolio.
To take advantage of Services:
A $50,000 minimum is required. Preferred pricing begins at $125,000. Lower fees apply to assets under management of $1 million or more. Please call for details. There is no obligation.
WealthBridge Portfolios are managed by Aldyn Capital, LLC. an OSJ of L.M. Kohn & Company. Securities and Investment Advisory Services offered through L.M. Kohn & Company, a registered Broker/Dealer, Member FINRA/SIPC/MSRB, 10151 Carver Road, Suite 100, Cincinnati, OH 45242, 800-478-0788.
Accounts with less than $125,000 will have a higher minimum annual account fee. Advisory fees are negotiable. The WealthBridge Portfolios platform is a low cost investment platform offered by Aldyn Capital, other platforms and services are available to clients at additional costs.