Mark Dutram
Mark Dutram is a registered investment advisor at Rfg Advisory, LLC, based in Vestavia Hills, AL, with 32 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 13,845 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RFG Advisory charges a fee based on a percentage of the value of your portfolio. This fee covers the Financial Advisor's services, an RFG platform fee (up to 0.50%), and potentially a strategist fee. The total fee can vary depending on the services provided and the Financial Advisor you work with. Fees are billed quarterly, in advance. Accounts under $10,000 managed through SMArtX incur an additional $10 per month platform fee.
Location
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL, 35242-2245
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2013Other Business ActivitiesSells Insurance
Mark works as a financial advisor for Bayview Private Wealth and RFG Advisory, dedicating full-time hours to each. He also participates in real estate investment, serves as treasurer for a non-profit, is a pension trustee, and teaches financial education courses, all requiring minimal time.
Employment History
Current Registrations
Rfg Advisory, LLC
Previous Registrations
Private Client Services, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Linsco/private Ledger CORP.
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Compass Brokerage, INC.Broker
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.