Michael Momper
Michael Momper is a ChFC-designated registered investment advisor at Mercer Global Advisors INC., based in Cincinnati, OH, with 32 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 36,172 clients with $84B 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 | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule reflects the Custom Wealth and Ascend Group standard tiers. Other service levels such as Wealth Path and Guided Investing have different fee schedules and minimums.
Fee Estimator
Location
7815 Laurel Ave, Cincinnati, OH, 45243
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2021Other Business ActivitiesSells Insurance
Michael is the President of Goal Line Financial, LLC, where he evaluates client insurance needs and implements strategies, dedicating about 10-20% of his time. He also owns rental property, serves on the Saint Xavier Booster Board and Serenelli Project board, and is President of Goal Line Wealth Management LLC.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
American United Life Insurance CompanyBroker
Aul Equity Sales CORP.Broker
State Registrations2 states
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
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