Mark Digiovanni is a CFP-designated registered investment advisor at Marathon Financial Strategies, based in Brunswick, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 60 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are calculated as a fixed fee plus a variable fee based on assets under management. The percentages above represent the total annual fee as a percentage of AUM for each tier.
Fee Estimator
Location
Brunswick, GA
Get directionsHistory
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 is the author of four books related to financial management and receives royalties from their sales. This activity is not investment-related.
Employment History
Current Registrations
Marathon Financial Strategies
Previous Registrations
Marathon Financial Strategies
The Strategic Financial Alliance
Multi-Financial Securities Corporation
Ifg Advisory Services 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.