Marc Henn is a CFP-designated registered investment advisor at Harvest Financial Advisors, LLC, based in Cincinnati, OH, with 23 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 418 clients with $580M 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 | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees may be negotiable at the discretion of the advisor in certain circumstances.
Fee Estimator
Location
312 Walnut Street, Suite 1600, Cincinnati, OH, 45202
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Marc is an industry arbitrator with FINRA in Chicago since 2004. He dedicates a few hours per week to this activity, with minimal time occurring during securities trading hours.
Employment History
Current Registrations
Harvest Financial Advisors, LLC
Previous Registrations
Haberer Registered Investment Advisor INC
State Registrations6 states
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