MC
MC
Mark Creel
34 Years of Experience
Hattiesburg, MS
1 Disclosure
Mark Creel is a registered investment advisor at Simplified Wealth Management, based in Hattiesburg, MS, 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 Investment Management. Their firm serves 712 clients with $230M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
712 clients
Average Client Portfolio
$317K average
Assets Under Management
$225.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $1.5M | 1.50% |
| $1.5M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable in individual cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
14 Orleans Drive, Hattiesburg, MS, 39402
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2002Denied
Other Business Activities
Mark operates under the DBA Creel Wealth Management in Hattiesburg, MS, since 2012.
Employment History
Current Registrations
Simplified Wealth Management
November 2021 - Present · 4 yrs 5 mos
Previous Registrations
LPL Financial LLCBroker
February 2010 - December 2021 · 11 yrs 10 mos
LPL Financial LLC
February 2010 - December 2021 · 11 yrs 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2010 · 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - March 2010 · 9 mos
Citigroup Global Markets INC.
July 2007 - June 2009 · 1 yr 11 mos
Citigroup Global Markets INC.Broker
November 2001 - June 2009 · 7 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1996 - November 2001 · 5 yrs 10 mos
Trustmark Financial Services, INC.Broker
May 1992 - January 1996 · 3 yrs 8 mos
Legg Mason Wood Walker, IncorporatedBroker
January 1992 - April 1992 · 3 mos
State Registrations1 state
MS
Advisor
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
No exam information available for this advisor.