Lionel Bey is a registered investment advisor at Mbia Capital Advisors, based in Cincinnati, OH, with 7 years of industry experience. Lionel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 188 clients with $230M 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 - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for amounts over $5,000,000.
Fee Estimator
Location
1248 Springfield Pike, Na, Cincinnati, OH, 45215-2142
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mbia Capital Advisors
Previous Registrations
The Retirement Corporation of America
State Registrations1 state
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