Mark Mannix is a registered investment advisor at Cooperative Funeral Fund INC, based in Madison, CT, with 35 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 1,250 clients with $730M 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 $650K | 1.15% |
| $650K+ | 1.00% |
Fees may vary slightly based on regulatory restrictions in individual states. Cemetery Escrow Agreement fees are 1.10% of assets under management.
Fee Estimator
Location
74 Boston Post Rd, Madison, CT, 06443
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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 →Employment History
Current Registrations
Cooperative Funeral Fund INC
State Registrations2 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.