Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm receives a portion of the overall basis points charged by the Exchange Traded Funds (ETFs) they manage. Clients will also incur transaction charges for trades executed in their accounts, as well as holdings charges imposed by the chosen custodian. Fees are charged daily based upon time invested in the ETF. Termination can be done at anytime without notice.
Areas of Practice
Advisor Information
Office location
5005 Rockside Road, Suite 1200, Independence, OH, 44131-6829
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 managing member and 60% owner of Strategic Wealth Planners, LLC, an insurance agency, and spends minimal time on it. He also manages SWP Performance, LLC (hosts car events), Strategic Media, LLC (audio visual services), and MT Crossview Properties, LLC (rental real estate), each requiring minimal time.