Henry Brightwell
Henry Brightwell is a registered investment advisor at Formidable Asset Management, LLC, based in Cincinnati, OH, with 31 years of industry experience. Henry 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 St, Suite 2850, Cincinnati, OH, 45202
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
April 2016Customer Dispute
November 2008Customer Dispute
May 2005Employment History
Current Registrations
Formidable Asset Management, LLC
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Hilliard Lyons
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations1 state
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.