Max Heintz is a CFP-designated registered investment advisor at Mfh Investments INC., based in Dayton, OH, with 24 years of industry experience. Max operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 13 clients with $28M 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 | 0.60% |
| $1.0M - $2.5M | 0.55% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $7.5M | 0.45% |
| $7.5M - $10.0M | 0.40% |
| $10M+ | 0.40% |
These rates apply to the active portion of the portfolio (individual equities). The passive portion (mutual funds, ETFs and bonds) has lower rates: Less than $1,000,000: 0.30%; $1,000,000 to $2,499,999: 0.28%; $2,500,000 to $4,999,999: 0.26%; $5,000,000 to $7,499,999: 0.24%; $7,500,000 to $9,999,999: 0.22%; $10,000,000 or higher: 0.20%. Clients and advisor may negotiate reduced fees.
Fee Estimator
Location
2331 Far Hills Ave. #301, Dayton, OH, 45419
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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
Mfh Investments INC.
State Registrations1 state
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