Question 1

Who is Queen City Wealth?

Accepted Answer

Queen City Wealth is an independent, fee only financial advisor owned and lead by Matt Bremer. I focus on delivering goal-based planning for millennials, working families, and business owners and prioritize my client's experience.

Question 2

How do I know if I am ready for a financial advisor?

Accepted Answer

Life moves quick with new jobs, promotions, bonuses, stock options extra money and you may not find yourself with the time to stay up-to-date and feel like you could be making smarter decisions with your money. That's where I come in, I manage big financial events, like home buying, inheritance, business income and IPOs to make your life easier

Question 3

Can you work with clients in different states?

Accepted Answer

Yes, while Queen City Wealth  is located in Cincinnati, OH, I work with clients virtually to get the right support they need

Question 4

How are you paid?

Accepted Answer

We charge monthly fees directly from your account starting at 1% and have a tiered scheduled as your assets grow. We also provide the option of  an ongoing financial planning relationship or a one-time project based plan. Fees for financial planning engagement are paid directly for the initial engagment and then upon delivery of the plan.

Question 5

What is your investment strategy

Accepted Answer

Using low-cost, diversified ETFs, I believe in utilizing strategies that fit each client's investment objective. Whether that's creating income producing strategies for retirees, risk management portfolios while currently employed, and creating tax-efficient portfolios.

Frequently asked questions

Who is Queen City Wealth?

How do I know if I am ready for a financial advisor?

Can you work with clients in different states?

How are you paid?

What is your investment strategy