MA
MA
Mark Aigner
31 Years of Experience
Suttons Bay, MI
3 DisclosuresBroker
Mark Aigner is a registered investment advisor at Saxony Capital Management, LLC, based in Suttons Bay, MI, with 31 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 762 clients with $370M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
762 clients
Average Client Portfolio
$483K average
Assets Under Management
$367.9M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.20% |
| $500K - $1.0M | 1.90% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees and commissions are negotiable with each client. The schedule represents maximum fees and includes an annual platform fee of 0.20%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Suttons Bay, MI
Get directionsHistory
Regulatory History (3)
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.
Employment Separation After Allegations
April 2013Customer Dispute
December 2007Closed-No Action
Customer Dispute
April 2007Settled
Employment History
Current Registrations
Saxony Capital Management, LLC
January 2025 - Present · 1 yr 9 mos
Saxony Securities, INC.
June 2013 - Present · 13 yrs 4 mos
Saxony Securities, INC.Broker
June 2013 - Present · 13 yrs 4 mos
Previous Registrations
Saxony Capital Management, LLC
July 2013 - December 2024 · 11 yrs 5 mos
Wells Fargo Advisors, LLC
January 2008 - May 2013 · 5 yrs 4 mos
Wells Fargo Advisors, LLCBroker
January 2008 - May 2013 · 5 yrs 4 mos
A. G. Edwards & Sons, INC.
September 2002 - January 2008 · 5 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
January 1996 - January 2008 · 12 yrs
Citicorp Investment ServicesBroker
August 1995 - January 1996 · 5 mos
State Registrations10 states
AZCAFLILINKYMAMINCNM
AdvisorBrokerBoth
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.
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