Max Heintz is a CFP-designated registered investment advisor at Mfh Investments INC., based in Dayton, OH, with 25 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 14 clients with $30M 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% |
Rates shown are for the active portion of the portfolio (individual equities). Passive portions (mutual funds, exchange-traded funds, and bonds) are charged lower rates ranging from 0.20% to 0.30%. Fees are negotiable.
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.
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
Mfh Investments INC.
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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