Mark Mccomsey
Mark Mccomsey is a registered investment advisor at Illumine Investment Management, LLC, based in Poulsbo, WA, with 26 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 90 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Illumine Investment Management charges a fee based on a percentage of the assets they manage in your account. This fee covers advisory services, trade entry, investment supervision, and account maintenance. The maximum annual advisory fee is 1.95%. The fee is calculated based on the market value of your portfolio at the end of each quarter and is billed quarterly in advance. Fees may be negotiable based on the size of the account or other factors. Financial planning services are included in the investment management fees.
Location
19225 8th Ave Ne, Suite 201-0902, Poulsbo, WA, 98370
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2003Customer Dispute
May 2003Employment History
Current Registrations
Illumine Investment Management, LLC
Previous Registrations
Cs Planning CORP
Beverly Hills Wealth Management, LLC
Mccomsey Asset Management, LLC
Morgan Stanley
State Registrations3 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.