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 Investment Management. Their firm serves 21 clients with $32M 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% |
Fees range from a maximum of 0.8% annually to a minimum of 0.2% for amounts in excess of $3,000,000. Fees are not negotiable.
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
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
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