TB
CFP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
15 advisors
Number of Clients
871 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$876.0M
Fee Structure
Minimum Investment:None
Hourly Rate:$250/hr
Management fees for portfolio management range from 0.50% to 2.00% annually, billed quarterly in advance, based on the complexity of managing the client's assets. Financial planning is billed hourly at $250/hour, negotiable based on scope and complexity. Formidable Asset Management does not require a minimum investment amount to open and/or to maintain an account with it.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
221 E. 4th Street, Suite 2700, Cincinnati, OH, 45202
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Formidable Asset Management, LLC
June 2018 - Present · 7 yrs 7 mos
Previous Registrations
Strategic Advisers LLC
August 2010 - July 2018 · 7 yrs 11 mos
Fidelity Brokerage Services LLCBroker
February 2008 - July 2018 · 10 yrs 5 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.