Mark Wisneski is a registered investment advisor at Southern Incomes, LLC, based in Marietta, GA, with 22 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 57 clients with $43M 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 | 1.00% |
Southern Incomes may negotiate special fee arrangements where deemed appropriate.
Fee Estimator
Location
Marietta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Southern Incomes, LLC
State Registrations1 state
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