Henry Brightwell
Henry Brightwell is a registered investment advisor at Formidable Asset Management, LLC, based in Cincinnati, OH, with 22 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 900 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fees range from 0.50% to 2.00% depending on the level of complexity involved. Fees are negotiable and billed quarterly in advance.
Fee Estimator
Location
221 E 4th St, Suite 2850, Cincinnati, OH, 45202
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
April 2016Customer Dispute
November 2008Customer Dispute
May 2005Employment History
Current Registrations
Formidable Asset Management, LLC
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Hilliard Lyons
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.
Exams
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