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Thomas Mench

23 Years of Experience
Cincinnati, OH

Thomas Mench is a registered investment advisor at Mench Financial INC, based in Cincinnati, OH, with 23 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 184 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
184 clients
Average Client Portfolio
$659K average
Assets Under Management
$121.2M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Mench Financial manages investments using model portfolios. The annual fee ranges from 0.10% to 1.00% of the value of your portfolio. You'll be invoiced at the end of each calendar quarter. A minimum of $50,000 is required to use this service, but this may be negotiable.

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Location

8280 Montgomery Road, Suite 201, Cincinnati, OH, 45236

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mench Financial INC
January 2003 - Present · 23 yrs 4 mos
State Registrations1 state
OH
Advisor

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.

Exams
No exam information available for this advisor.