Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFA charges fees based on a percentage of assets managed. The 'Invest With Trust' service has different fee schedules for non-403b and 403b accounts, with rates varying based on account size. The 'Legacy Service' has its own fee schedule. There are also account service fees charged quarterly. Financial planning fees range from $48 to $7,500, depending on complexity and scope. Fees are negotiable for the 'Invest With Trust' service but not for the 'Legacy Service'.
Areas of Practice
Advisor Information
Office location
1401 Main Street, Suite 101, Onalaska, WI, 54650-2837
Get directionsRegulatory History
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 Financialoscopy Inc., which focuses on sales and service of fixed insurance, and a Registered Investment Advisor Representative at Interactive Financial Advisors. He also spends minimal time as an author on non-investment products.