Mark Clair
Mark Clair is a registered investment advisor at The Retirement Guys Formula, based in Sylvania, OH, with 34 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, Investment Management, and 2 more. Their firm serves 1,155 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Retirement Guys Formula's investment management fees generally range from 1.00% to 2.00% per year, but may be negotiable based on factors like account size, investment strategy, and risk profile. Fees cover performance reporting, securities transactions, and custodial services. Clients with smaller accounts should be aware they may find similar services elsewhere for higher or lower costs. Fees are paid quarterly, in advance, based on the value of your account at the end of the previous quarter.
Location
5630 Main Street, Sylvania, OH, 43560
Get directionsHistory
Regulatory History (2)
Regulatory
December 2013Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Mark is an attorney specializing in estate planning and owns The Clair Estate Planning Law Firm, dedicating about a quarter of his time. He also has ownership stakes in several insurance and retirement planning businesses, including Bull Moose Retirement Planning CO., and serves as a board member for Peak Reps, LLC, spending a few hours per week on each.
Employment History
Current Registrations
The Retirement Guys Formula
Blackridge Asset Management, LLC
Peak Brokerage Services, LLCBroker
Previous Registrations
The Retirement Guys Formula
Next Financial Group, INC.
Next Financial Group, INC.Broker
American Investment Services, INC.Broker
Wma Securities, INC.Broker
Mariner Financial Services, INC.Broker
Mony Securities CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations6 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.