MH
MH

Michael Hewitt

7 Years of Experience
Fort Thomas, KY
Broker

Michael Hewitt is a registered investment advisor at Fifth Third Securities, INC., based in Fort Thomas, KY, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
918 advisors
Number of Clients
43,031 clients
Average Client Portfolio
$212K average
Assets Under Management
$9.1B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

131 N. Ft. Thomas Avenue, Fort Thomas, KY, 41075

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Fifth Third Securities, INC.Broker
March 2020 - Present · 6 yrs 2 mos
Fifth Third Securities, INC.
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
October 2018 - November 2018 · 1 mo
Fidelity Brokerage Services LLCBroker
August 2017 - November 2018 · 1 yr 3 mos
State Registrations2 states
CAKY
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.