Formidable Asset Management, LLC
Assets Under Management
$876.0M
Number of Clients
871
Number of Advisors
15
Average Client AUM
$1.0M
AUM per Advisor
$58.4M
Compensation
Fee-Only (AUM)
About This Firm
Formidable Asset Management offers personalized investment advisory services focused on capital appreciation. Services include portfolio management, financial planning, outsourced CIO consulting, pension consulting, and advising exchange-traded funds. They offer both discretionary and non-discretionary portfolio management.
Fee Structure
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
Location
221 E. 4th Street, Suite 2700, Cincinnati, OH, 45202