Kurt Marty is a registered investment advisor at Mbia Capital Advisors, based in Cincinnati, OH, with 21 years of industry experience. Kurt 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.
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 →Other Business Activities
Kurt is the Owner/President of JK Tax Consultants, Inc. He spends about half his time overseeing tax compliance and acting as a business consultant.
Employment History
Current Registrations
Mbia Capital Advisors
Previous Registrations
Resources Planning Group INC
State Registrations1 state
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