Rex Mack
Rex Mack is a CFP-designated registered investment advisor at Daymark Wealth Partners, LLC, based in Cincinnati, OH, with 32 years of industry experience. Rex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 2,107 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 1.75% for standard asset management and 2.00% for comprehensive portfolio management. Fees are negotiable and billed quarterly in advance.
Fee Estimator
Location
9675 Montgomery Road, Ste 201, Cincinnati, OH, 45242
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2002Employment History
Current Registrations
Daymark Wealth Partners, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Smith Barney INC.Broker
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.
Exams
More Advisors
- Eric Larison, CFPDaymark Wealth Partners, LLC
- Patrick PetscheDaymark Wealth Partners, LLC
- Michael QuinDaymark Wealth Partners, LLC
- Peter BolandDaymark Wealth Partners, LLC
- Vincenzo CostanzoDaymark Wealth Partners, LLC
- Jason Beischel, CFPDaymark Wealth Partners, LLC