Mark Jordan is a registered investment advisor at Familywealth, based in Panama City Beach, FL, with 40 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 367 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FamilyWealth Advisers generally charges a percentage of the assets they manage.
Retail clients are typically charged 1.45%, but for some strategies, the retail fee can be up to 2%. The actual fee depends on the service provided by the individual Investment Advisor Representatives and the strategies they recommend.
In addition to the fees shown above, the Client will pay the following Platform fees:
- First $500,000: 0.30%
- Next $500,000: 0.25%
- Next $1,000,000: 0.20%
- Next $1,000,000: 0.15%
- Next $1,000,000: 0.10%
- Assets Over $4,000,000: 0.05%
An additional 0.10% to 0.35% asset management fee applies for asset managers of strategies and portfolios in the Managed Account Solutions Platform, depending on the manager selected.
Location
Panama City Beach, FL
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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 is the president of Capital Strategies, where he receives IAR and securities payments, and also engages in non-brokerage mergers and acquisitions, dedicating a few hours per week and about a quarter of his time, respectively. He also introduces clients and provides investment advice for FamilyWealth Advisers, LLC, spending minimal time, and is a managing principal at Vercor, focusing on mergers and acquisitions for a few hours per week. Mark also receives minimal insurance income from renewals.
Employment History
Current Registrations
Familywealth
Ventoux Securities, LLCBroker
Previous Registrations
Advisersource.com
Jolliffe Capital, INC.
Evolve Securities, INC.Broker
Afs Investment Advisors, INC.
Afs Brokerage, INC.Broker
Mid Atlantic Financial Management, INC.
Mid Atlantic Capital CorporationBroker
London Pacific Securities, INC.Broker
MML Investors Services, INC.Broker
Pml Securities CompanyBroker
MML Investors Services, INC.Broker
Capital Analysts, IncorporatedBroker
State Registrations3 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.