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Maxito Isenhower

Aegis Capital CORP.
17 Years of Experience
Bowling Green, KY
1 DisclosureBroker
View SEC Summary
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Maxito Isenhower is a registered investment advisor at Aegis Capital CORP., based in Bowling Green, KY, with 17 years of industry experience. Maxito is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,083 clients with $1.8B in assets under management.

Aegis Capital CORP.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
3,083 clients
Average Client Portfolio
$577K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $1.0M2.25%
$1M+2.00%

Rates shown are the maximums when most transaction costs are charged to the client. If transaction costs are charged to Aegis Capital Corp., the maximum rates are 3.00% on the first $250k, 2.75% on the next $750k, and 2.50% over $1M. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

730 Fairview Ave, Suite B1-A, Bowling Green, KY, 42101

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History

Regulatory History (1)
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Employment Separation After Allegations
March 2024
View Full SEC ReportHow to Read Disclosures
Other 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
June 2024 - Present · 2 yrs 4 mos
Aegis Capital CORP.
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
U.S. Bancorp Investments, INC.
January 2016 - April 2024 · 8 yrs 3 mos
U.S. Bancorp Investments, INC.Broker
January 2016 - April 2024 · 8 yrs 3 mos
Edward Jones
March 2009 - January 2016 · 6 yrs 10 mos
Edward JonesBroker
February 2009 - January 2016 · 6 yrs 11 mos
State Registrations8 states
COFLGAILINKYOHTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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