MH
PFS
MH
PFS

Michael Hengehold

22 Years of Experience
Cincinnati, OH

Michael Hengehold is a PFS-designated registered investment advisor at Hcm Wealth Advisors, based in Cincinnati, OH, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 850 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
850 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.2B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5M+0.50%

Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and HCM Wealth Advisors employees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6116 Harrison Ave, Cincinnati, OH, 45247

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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
Hcm Wealth Advisors
April 2003 - Present · 23 yrs 1 mo
State Registrations2 states
OHTX
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.