Mark Tabock is a PFS-designated registered investment advisor at Stoney Creek Advisors LLC, based in Southfield, MI, with 13 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, High Net Worth, and 4 more. Their firm serves 169 clients with $48M 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 $500K | 1.75% |
| $500K - $1.0M | 1.60% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Fees are generally negotiable. Retirement plan management schedule ranges from 1.00% to 1.25%.
Fee Estimator
Location
Southfield, MI
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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 Activities
Mark is a leased employee of TBT Corp Mgmt Assoc Co to Tabock Co, working as an account executive and accounting manager, which includes tax services and business-related advice as a certified public accountant. He is also a shareholder in Tabock Company, a Michigan for-profit corporation.
Employment History
Current Registrations
Stoney Creek Advisors LLC
Previous Registrations
Executive Wealth Management, 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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