Ronald Mahorney
Ronald Mahorney is a CFP-designated registered investment advisor at Cincinnati Wealth Management, INC., based in Cincinnati, OH, with 38 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 13 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
There is a minimum annual fee of $3,600 for investment management services only. Private, illiquid investments are charged 2%.
Fee Estimator
Location
2161 St James Ave, Cincinnati, OH, 45206
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2020Employment History
Current Registrations
Cincinnati Wealth Management, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Painewebber IncorporatedBroker
Smith Barney Shearson INC.Broker
Lehman Brothers INC.Broker
Hartford Equity Sales Company INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.