Mark Lablance
Mark Lablance is a registered investment advisor at William Joseph Capital Management, INC., based in Fort Myers, FL, with 19 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, High Net Worth, Investment Management, and 2 more. Their firm serves 1,879 clients with $690M 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 | 1.35% |
Fees are negotiable based on account size, relationship, and services provided. Generally, fees range between 0.60% and 1.35% annually, billed quarterly.
Fee Estimator
Location
Fort Myers, FL
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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 tax preparer/enrolled agent in Naperville, IL, dedicating a few hours per week from February to April. Some of this time is spent during market hours.
Employment History
Current Registrations
William Joseph Capital Management, INC.
Previous Registrations
Lablance Financial Group, LLC
M1 Capital Management LLC
Fmsi Advisers
LPL Financial LLC
Advance Capital Management INC
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
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