Marc Hoffrichter
Marc Hoffrichter is a registered investment advisor at Mdh Investment Management, INC., based in East Liverpool, OH, with 25 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 94 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MDH Investment Management offers investment management through its Managed Portfolio Program. The annual fee is a percentage of the value of your portfolio:
- $250,000 - $500,000: 2.00%
- $500,001 - $1,000,000: 1.60%
- Above $1 million: 1.25%
A minimum of $250,000 is required for this service. The fee covers advisory services, administrative expenses, brokerage services, and custodial charges for assets held at Pershing or Schwab. The fee does not cover mutual fund or ETF expenses.
Location
East Liverpool, OH
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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 →Employment History
Current Registrations
Mdh Investment Management, INC.
Previous Registrations
Mdh Investment Management INC
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.