Mark Mcgrath
Mark Mcgrath is a registered investment advisor at Ameriprise Financial Services, LLC, based in Hunt Valley, MD, 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 Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
303 International Cir Ste 490, Hunt Valley, MD, 21030
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2016Other Business ActivitiesSells Insurance
Mark is an independent insurance broker with Transamerica, selling term life insurance since 2018. He also serves as a board member for McGrath and is on the investment committee for Church of the Good Shepherd, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Ryan Beck & CO.
Ryan Beck & CO.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations28 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.