Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
SIMA Retirement may charge annual planning fees, project-specific fees, hourly fees (up to $300/hour), or fees based on plan assets under advisement (maximum 1.00%). Fees are negotiable based on complexity, goals, and services rendered. Consulting fees are negotiable depending on plan assets, investment selection, number of participants, and frequency of educational meetings. The exact fee and payment arrangements will be stated in the advisory agreement.
Areas of Practice
Advisor Information
Office location
6802 Paragon Place, Suite 440, Richmond, VA, 23230
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 a CPA, bookkeeper, and tax preparer, dedicating about 10-20% of his time to Mark A. Jones & Assoc., PC. He also works as an agent selling health insurance for individuals and corporations, and is involved in several real estate rental and fiduciary activities, as well as registered investment advisory roles.