Matthew Heitman
Matthew Heitman is a CFA, CFP, ChFC-designated registered investment advisor at National Wealth Management Group, LLC, based in CIncinnati, OH, with 7 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 9 more. Their firm serves 1,314 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual advisory fee is 2.25%. Fees are negotiable based on account size, complexity, and overall relationship.
Fee Estimator
Location
11260 Chester RD, Ste 250, CIncinnati, OH, 45246
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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 Activities
Matthew is the CEO/Owner of Heitman & Co. LLC, a real estate investment company, since November 2016. This takes a few hours per week of Matthew's time.
Employment History
Current Registrations
National Wealth Management Group, LLC
Previous Registrations
Fi3 Financial Advisors, LLC
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
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.
Exams
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