Tracy Germano is a registered investment advisor at Formidable Asset Management, LLC, based in Cincinnati, OH, with 24 years of industry experience. Tracy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 871 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Formidable Asset Management charges an annual management fee based on a percentage of your portfolio. This fee ranges from 0.50% to 2.00% per year, billed quarterly in advance. The specific fee depends on the complexity of managing your assets. All fees are negotiable. If Formidable recommends that you invest in their own exchange-traded funds, you will be subject to both the firm's portfolio management fees and the fund's management fees.
Location
221 E. 4th Street, Suite 2700, Cincinnati, OH, 45202
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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.
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Tracy owns two rental properties in Vero Beach, FL since 2018. She spends minimal time each month on paying bills and outside maintenance for these properties.
Employment History
Current Registrations
Formidable Asset Management, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Boenning & Scattergood, INC.Broker
Ferris, Baker Watts IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations2 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.