Mark Vandiver
Mark Vandiver is a registered investment advisor at Griffin Family Partners, LLC, based in Nashville, TN, with 37 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 30 clients with $250M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25M+ | 0.75% |
Griffin Partners may make exceptions to the fee schedule or negotiate special arrangements.
Fee Estimator
Location
Nashville, TN
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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 a licensed insurance agent, receiving commissions for selling life, health, disability, and long-term care insurance. He is also a managing member of Griffin Legacy Partners LLC, which provides family office services.
Employment History
Current Registrations
Griffin Family Partners, LLC
Previous Registrations
Taylor Securities, INC.Broker
Ayers Capital, LLC
NFP Advisor Services, LLC
Wiley Bros.-Aintree Capital, LLC
Wiley Bros.-Aintree Capital, LLCBroker
Balentine & Company of Tennessee
Balentine & Company
NFP Securities, INC.Broker
Balentine & CompanyBroker
MML Investors Services, INC.Broker
Fortis Investors, INC.Broker
G. R. Phelps & CO., INC.Broker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
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.