Mark Kenison
Mark Kenison is a CFP-designated registered investment advisor at Turning Point Financial, INC., based in Charlotte, NC, with 19 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 150 clients with $88M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Turning Point Financial reserves the right to charge Clients less than the stated asset management maximum fee.
Fee Estimator
Location
15720 Brixham Hill Ave Ste 300, Charlotte, NC, 28277
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2005Other Business ActivitiesSells Insurance
Mark is the president and owner of Turning Point Financial, dedicating nearly full-time hours to the firm. He is also a licensed life and health insurance agent, spending a few hours per week selling insurance, and recently started a tax preparation business, expecting to spend about 10-20% of his time during tax season.
Employment History
Current Registrations
Turning Point Financial, INC.
Previous Registrations
Summit Global Investments, LLC
Summit Global Investments, LLC
Strategic Advisers, INC.
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.