MK
MK
Mark Kamann
23 Years of Experience
Columbus, OH
1 Disclosure
Mark Kamann is a registered investment advisor at Physicians Wealth Solutions, LLC, based in Columbus, OH, with 23 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 69 clients with $44M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
69 clients
Average Client Portfolio
$638K average
Assets Under Management
$44.0M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
6816 Caine Road, Columbus, OH, 43015
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2000Settled
Other Business Activities
Mark owns residential rental property. This activity is not investment-related.
Employment History
Current Registrations
Physicians Wealth Solutions, LLC
December 2014 - Present · 11 yrs 5 mos
Common Wealth Management LLC
March 2010 - Present · 16 yrs 2 mos
Previous Registrations
RBC Capital Markets Corporation
March 2009 - July 2009 · 4 mos
Ferris, Baker Watts, LLC
November 2007 - March 2009 · 1 yr 4 mos
Morgan Stanley & CO., Incorporated
April 2007 - October 2007 · 6 mos
Morgan Stanley
September 2001 - April 2007 · 5 yrs 7 mos
State Registrations1 state
OH
Advisor
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
No exam information available for this advisor.