Mark Mcnally is a registered investment advisor at Megstar Financial Management INC., based in Montvale, NJ, with 31 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 21 clients with $26M 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 $3.0M | 0.80% |
| $3M+ | 0.20% |
Fee Estimator
Location
Montvale, NJ
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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 Activities
Mark works as a television production technician at WNYW-TV, a non-investment related activity. This takes nearly full-time hours, with about a quarter of his time occurring during SEC trading hours.
Employment History
Current Registrations
Megstar Financial Management INC.
State Registrations2 states
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