Mark Kontz
Mark Kontz is a registered investment advisor at Alternative Investment Advisors, LLC, based in Maitland, FL, with 9 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1,342 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AIA manages investment portfolios through Separately Managed Account Programs. The annual fee ranges from 0.25% to 2.50% of the account value, billed quarterly in advance. The fee is based on the market value of your investments at the end of the previous quarter. AIA may deduct the fee directly from your account with your permission.
Location
698 North Maitland Avenue, Suite 101, Maitland, FL, 32751
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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.