Mark Tekamp
Mark Tekamp is a registered investment advisor at Heritage Wealth Management Group, LTD, based in Norfolk, VA, with 43 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 180 clients with $150M 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 $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.35% |
Fees may be negotiated individually with some clients and may differ from the fees shown in the table, depending on portfolio size, the types of the investments, the services required, and the longevity of the account.
Fee Estimator
Location
733 Boush Street, Suite 100, Norfolk, VA, 23510-1591
Get directionsHistory
Regulatory History (6)
Employment Separation After Allegations
September 2008Customer Dispute
February 2005Customer Dispute
February 2005Customer Dispute
January 2005Customer Dispute
November 2003Customer Dispute
January 1988Employment History
Current Registrations
Heritage Wealth Management Group, LTD
Previous Registrations
Highway Financial Networks
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Citigroup Global Markets INC.Broker
Painewebber IncorporatedBroker
Prudential-Bache Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.