THOR Wealth Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$648,488,548
Clients
479
Advisors
8
of 15 employees
About
THOR Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, retirement plans, trusts, estates, charitable organizations and business entities. The firm combines portfolio management with planning services that address retirement, estate and tax matters and also offers tax preparation support for clients.
THOR describes its investment approach as a “total portfolio” manager using active, diversified model portfolios guided by written investment policy statements; its process combines fundamental and technical analysis with a proprietary reversion-to-the-mean model to overweight undervalued asset classes and styles. The firm draws on third‑party research (including Applied Finance Group), uses mutual funds, ETFs, individual securities and fixed income, and at times places allocations into limited‑liquidity alternatives such as private REITs while also monitoring held‑away retirement accounts via a third‑party aggregation platform.
A distinguishing feature is that one of the firm’s owners remains a licensed attorney who, on a limited basis, provides estate planning and related legal services to some clients with full disclosure and the option to seek outside counsel. The firm’s combination of in‑house tax preparation, a proprietary investment model, use of specialized equity analytics, and periodic inclusion of non‑traded or limited‑liquidity investments is less common among similarly sized advisory teams.
Client services
Expertise
Demographic focus
Fee options
Tax preparation services charged a fixed fee depending on complexity and individual circumstances; monthly wealth management fee of $200 for emerging wealth clients
$0 - $500,000: 1.00% annually $500,000 - $1,000,000: 0.875% annually $1,000,000 - $3,000,000: 0.750% annually $3,000,000+: 0.400% annually
Monthly wealth management subscription fee of $200 for emerging wealth clients
Main office
7346 Beechmont Ave.
Cincinnati OH 45230
Advisors at this office
8
Most active in
California · Colorado · Florida · Illinois · Indiana · Kentucky · Michigan · North Carolina · Ohio · Tennessee · Texas
Also doing business as
Thor Investment Management Inc · Thor Wealth Management Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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