Matthew Mithoefer
Matthew Mithoefer is a registered investment advisor at Faith Financial Advisors, INC., based in Loveland, OH, with 5 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 280 clients with $97M 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 | 2.00% |
| $1M+ | 1.00% |
Typically, fees are 1.25% on the first $1,000,000. Smaller accounts, complex accounts, and requests for additional services can result in the 2% maximum fee being charged. Fees are negotiable.
Fee Estimator
Location
6281 Tri-Ridge Boulevard, Suite 130, Loveland, OH, 45140-8320
Get directionsHistory
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 ActivitiesSells Insurance
Matthew works as a paraplanner for Faith Financial Advisors, Inc. full-time. He is also a notary public, dedicating minimal time to this activity, and an independent licensed insurance agent selling major lines of insurance, dedicating a few hours per week.
Employment History
Current Registrations
Faith Financial Advisors, INC.
Osaic Wealth, INC.Broker
State Registrations20 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.