David Macino is a registered investment advisor at Macino Financial, LLC, based in Holland, OH, with 14 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 83 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Macino Financial Services manages investment portfolios for an annual fee. The exact fee is negotiable, but the maximum annual fee is 1.55% of the value of your portfolio. The fee is calculated and charged monthly, based on the value of your account at the end of the month.
Location
1142 Corporate Drive, Suite D, Holland, OH, 43528
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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 ActivitiesSells Insurance
David is a managing member of Macino Financial Services, where he sells life, health, and fixed annuities. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Macino Financial, LLC
Previous Registrations
Virtue Capital Management, LLC
Next Financial Group, 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.