Mark Mccurry
Mark Mccurry is a CFP-designated registered investment advisor at Geneva Partners, LLC, based in Lake Geneva, WI, with 41 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 571 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
820 Geneva Parkway North, Suite 106, Lake Geneva, WI, 53147
Get directionsHistory
Regulatory 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 owner of an insurance sales and service business, dedicating about 10-20% of his time to it. He also serves as treasurer for Abingdon United Methodist Church, spending minimal time on these duties.
Employment History
Current Registrations
Geneva Partners, LLC
Previous Registrations
Geneva Partners, LLC
Sterne Agee Investment Advisor Services, INC.
Sterne Agee Financial Services, INC.Broker
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Ffp Advisory Services INC
Ffp Securities, INC.Broker
Walnut Street Securities, INC.Broker
Bates Securities, INC.Broker
Westport Financial Group, INC.Broker
Travelers Equities Sales, INC.Broker
Westport Financial Group, INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.