Maxito Isenhower
Maxito Isenhower is a registered investment advisor at Aegis Capital CORP., based in Bowling Green, KY, with 17 years of industry experience. Maxito operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,083 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aegis Capital Corp. charges a fee based on a percentage of the assets they manage for you.
If most transaction costs are charged to you:
- First $250,000 - maximum 2.50% per year
- Next $750,000 - maximum 2.25% per year
- Over $1,000,000 - maximum 2.00% per year
If most transaction costs are charged to Aegis:
- First $250,000 - maximum 3.00% per year
- Next $750,000 - maximum 2.75% per year
- Over $1,000,000 - maximum 2.50% per year
The fee can be charged in one of three ways: Floating Rate, Incremental Rate, or Fixed Rate, as specified in your client agreement. The amount of the fee may be negotiable.
Location
730 Fairview Ave, Suite B1-A, Bowling Green, KY, 42101
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2024Other Business Activities
Maxito is the President/Creator of Hope One Inc, a non-profit organization, and leads quarterly meetings and organizes annual mission trips. He also operates under the name MFI Investment LLC, with securities offered through Aegis Capital Corp.
Employment History
Current Registrations
Aegis Capital CORP.Broker
Aegis Capital CORP.
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations7 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.