Michael Bain
Michael Bain is a CFP-designated registered investment advisor at Mbia Capital Advisors, based in Cincinnati, OH, with 17 years of industry experience. Michael 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
Get directionsHistory
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 ActivitiesSells Insurance
Michael is the owner of Tax and Wealth Planning Strategies, LLC, focusing on tax planning and compliance since 2010. He also engages in insurance sales, including life and fixed annuities, dedicating a few hours per week.
Employment History
Current Registrations
Mbia Capital Advisors
Previous Registrations
On Investment Management CO
Equity Analysts INC.
Sicor Securities INC
Waddell & Reed, INC.
Ernst & Young Investment Advisers LLP
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.