Matthew Heitman is a CFA, CFP, ChFC-designated registered investment advisor at National Wealth Management Group, LLC, based in CIncinnati, OH, with 6 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,065 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWMG offers investment management services where fees are charged as a percentage of your portfolio. The exact fee is determined by the advisor you work with and is based on factors like the complexity of your situation and the amount of assets being managed. Fees are negotiable, but cannot exceed 2.25% annually. Fees are paid quarterly, either in advance or after the quarter ends. There are also various programs sponsored by LPL Financial with maximum annual fees ranging from 1.35% to 2.25%.
Location
11260 Chester RD, Ste 250, CIncinnati, OH, 45246
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is the CEO/Owner of Heitman & Co. LLC, a real estate investment company, since November 2016. This takes a few hours per week of Matthew's time.
Employment History
Current Registrations
National Wealth Management Group, LLC
Previous Registrations
Fi3 Financial Advisors, LLC
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
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.