Mark Rossbach
Mark Rossbach is a registered investment advisor at Great Valley Advisor Group, LLC, based in Wilmington, DE, with 26 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 1 more. Their firm serves 33,099 clients with $9.7B 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 | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
1200 Pennsylvania Ave, Suite 202, Wilmington, DE, 19806
Get directionsHistory
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 operates Chesapeake Financial Planners LLC as a DBA for his LPL business. He is also an agent selling various insurance products, including life, medicare, accident, health, disability, and long-term care, dedicating about 10-20% of his time to this activity. Additionally, Mark provides investment advisory services through Great Valley Advisor Group, spending about half his time on this.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Maryland Financial Group, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
State Registrations13 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.