Mark Sachse
Mark Sachse is a registered investment advisor at Access Financial Group, LLC, based in Mount Vernon, TX, with 28 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 163 clients with $39M 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 $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
1981 County Road SE 4250, Mount Vernon, TX, 75457
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2017Customer Dispute
December 2004Customer Dispute
July 1999Other Business ActivitiesSells Insurance
Mark is the CEO/Owner of Access Financial Group, Inc. and CEO of Access Financial Group, LLC, both registered investment advisory firms, spending nearly full-time on the former. Mark also owns Info Access, Inc. as an independent insurance agent and Estate Planning Designs, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Access Financial Group, LLC
Previous Registrations
Access Financial Group, INC.
Purshe Kaplan Sterling InvestmentsBroker
Wunderlich Securities, INC.Broker
Wunderlich Securities, INC.
Southwest Securities, INC.
Southwest Securities, INC.Broker
RBC Dain Rauscher INC.Broker
Dain Rauscher IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
State Registrations3 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.