Steven Hengehold is a CFP-designated registered investment advisor at Hcm Wealth Advisors, based in Cincinnati, OH, with 10 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 850 clients with $1.2B 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+ | 0.50% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and HCM Wealth Advisors employees.
Fee Estimator
Location
6116 Harrison Ave, Cincinnati, OH, 45247-7833
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Hcm Wealth Advisors
State Registrations1 state
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