MC
Michael Chasnoff
Truepoint Wealth Counsel
Cincinnati, OH
FINRA VerifiedFiduciary
MC
Truepoint Wealth Counsel
Cincinnati, OHEst. 1991
Firm Details
Experience
35 yrs
AUM
$4.9B
Minimum
$1M
Fee Type
Fee-Only
Specialties
Wealth ManagementRetirement PlanningBusiness Planning
Certifications & Licenses
FiduciaryCFP
Regulatory Information
FINRA Verified
Disclosures
Clean Record
No complaints, regulatory actions, or disclosures found
Fee Structure
Assets Under Management (AUM) Fee
$0 - $500K1.75%
$500K - $1M1.50%
$1M - $3M1.25%
$3M - $5M1.00%
$5M - Above0.75%
Account minimum: $100K
Comprehensive Financial Plan
$2Kone-time
Hourly Consultation
$250 - $327per hour
Work History
Truepoint Wealth CounselCurrent
Managing Director / Financial Advisor
Apr 2019 - Present7 years
Morgan Stanley
Senior Financial Advisor
Feb 2012 - May 20197 years
Other Business Activities
This advisor is also engaged in the following business activities:
broker dealer
Registered Representative with affiliated broker-dealer
Compensation: Commissions
Office Locations
Truepoint Wealth Counsel
PrimaryCincinnati, OH
Key Team Members
MC
Michael Chasnoff
Financial Advisor
Reviews
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Key Team Members
MC
Michael Chasnoff
Financial Advisor
Office Locations
Truepoint Wealth Counsel
PrimaryCincinnati, OH
Reviews
Leave a ReviewNo reviews yet
Be the first to review