Mark Leibman
Mark Leibman is a ChFC-designated registered investment advisor at Leibman Financial Servces, INC., based in Louisville, NE, 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 Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 270 clients with $170M 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 | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $8.0M | 0.90% |
| $8M+ | 0.80% |
Clients receive a longevity discount of 0.05% reduction in the fee at the end of 5 years, 15 years, and 30 years of consecutive client tenure.
Fee Estimator
Location
228 Main Street, Louisville, NE, 68037
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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 has a non-variable insurance DBA called Leibman Financial Services, Inc., spending minimal time on it. He also operates Leibman Financial Services as a DBA for his LPL business, dedicating about a quarter of his time, and as a Registered Investment Advisor, spending full-time hours on it.
Employment History
Current Registrations
Leibman Financial Servces, INC.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ameritas Investment CORP.Broker
Financial Network Investment CorporationBroker
Pruco Securities CorporationBroker
State Registrations30 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.