Mark Kontz
Mark Kontz is a registered investment advisor at Alternative Investment Advisors, LLC, based in Sioux Falls, SD, with 10 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 1,424 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fees generally range from 0.25% to 2.50% of assets under management, billed quarterly in advance. Fees are negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
5002 Broadband Lane, Sioux Falls, SD, 57108
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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 Financial Distributors, LLC since 2001, involved in insurance sales and investment advisory, dedicating about 10-20% of his time. He also provides assistance for estate planning including life and health insurance through Swenson Wealth Management, spending a few hours per week on client insurance needs, and provides administrative support to Skyline Capital LLC, spending a few hours per week.
Employment History
Current Registrations
Alternative Investment Advisors, LLC
Previous Registrations
Gradient Advisors, LLC
State Registrations1 state
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.
Exams
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