Mark Vida
Mark Vida is a registered investment advisor at Osaic Institutions, INC., based in Fairfield, CT, with 38 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, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.
Location
Fairfield, CT
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Regulatory History (3)
Customer Dispute
January 2009Customer Dispute
June 2004Customer Dispute
August 2000Employment History
Current Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Previous Registrations
Investmark Advisory Group LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Infinex Investments, INC.Broker
Infinex Investments, INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment ServicesBroker
Citicorp Investment Services
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations7 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.