Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm's brochure has been updated to provide updated information related to FWA’s fees and compensation. Please contact us at 866 -746-3743 or via email at info@familywealth.us for more information.
Areas of Practice
Advisor Information
Office location
Panama City Beach, FL
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is the president of Capital Strategies, where he receives IAR and securities payments, and also engages in non-brokerage mergers and acquisitions, dedicating a few hours per week and about a quarter of his time, respectively. He also introduces clients and provides investment advice for FamilyWealth Advisers, LLC, spending minimal time, and is a managing principal at Vercor, focusing on mergers and acquisitions for a few hours per week. Mark also receives minimal insurance income from renewals.