Bryan Ohm
Bryan Ohm is a registered investment advisor at Mpm Wealth Advisors, based in Holland, OH, with 45 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning. Their firm serves 1,158 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MPM Wealth Advisors' investment management fees have a maximum of 1.50% annually, calculated and payable quarterly. A flat fee option is available for accounts over $1,000,000, but this is not widely used. Fees are based on the portfolio's value at the end of each quarter. Cash balances are included when calculating fees. Clients are responsible for custodial and brokerage fees.
Location
7429 International Drive, Suite A, Holland, OH, 43528-8623
Get directionsHistory
Regulatory History (1)
Regulatory
October 2013Other Business ActivitiesSells Insurance
Bryan is a licensed independent insurance agent. He also owns 50% of WS Series IX LLC and 24.31% of Creating Equity LLC, receiving passive income from Marco's Pizza investment distributions.
Employment History
Current Registrations
Mpm Wealth Advisors
Previous Registrations
Eplanning Securities, INC.Broker
NFP Securities, INC.Broker
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Continental Capital Investment Services, INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Painewebber IncorporatedBroker
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.