Mark Mangum
Mark Mangum is a registered investment advisor at Eltekon Advisors, LLC., based in West Lake Hills, TX, with 33 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 500 clients with $340M 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 $1000K | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Accounts that fall below $100,000 value will be assessed a minimum annual fee of $2,500. Fees are negotiable at the discretion of the advisor.
Fee Estimator
Location
3839 Bee Caves Rd, Suite 120, West Lake Hills, TX, 78746
Get directionsHistory
Regulatory History (1)
Regulatory
April 2017Other Business Activities
Mark is a member of Eltekon Holdings, LLC since 2000, and a board member of Prime Bank since 2021, dedicating minimal time to each. He also has a 5% stake in Aptus since 2009.
Employment History
Current Registrations
Eltekon Advisors, LLC.
Previous Registrations
Eltekon Securities, LLCBroker
Eltekon Advisors, LLC.
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
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.