Advisor at Macino Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Macino Financial, LLC
Location
Holland, OH 43528
Credentials
Series 63, Series 65
Industry experience
14 years
David Macino is the sole advisor at Macino Financial, LLC in Holland, Ohio, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has worked at Virtue Capital Management, LLC from 2015 to 2018 and has been with Macino Financial Services since 2013. In addition to his advisory role, he manages an independent insurance business focused on life, health, and fixed annuities. Macino Financial provides individualized investment management and financial planning services primarily to individual clients. The firm emphasizes asset allocation and tailored investment policy statements, offering discretionary portfolio management and recommendations of third-party managers, and utilizes the Betterment for Advisors platform for execution and custody. The advisor regularly conducts retirement-planning educational seminars and serves a client base aligned with individual investors rather than large high-net-worth portfolios.
Based on Macino Financial, LLC
$595 fixed fee for Financial Planning Services (negotiable and may be waivable)
$0 - $250,000: 1.55% $250,001 - $1,000,000: 1.35% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001+: Negotiable
$190/hour for Financial Consulting Services (negotiable)
Account minimum: $25,000 Fee-only: Financial Planning: $595 fixed fee (negotiable/waivable); Financial Consulting: $190/hour (negotiable)
1142 Corporate Drive, Suite D
Holland, OH 43528
Michigan · Ohio
Macino Financial, LLC dba Macino Financial Services
2018 - Present (8 years)
Virtue Capital Management, LLC
2015 - 2018 (3 years)
Macino Financial, LLC dba Macino Financial Services
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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