Mark Maurer
Mark Maurer is a CFP-designated registered investment advisor at Capital Investment Advisory Services, LLC, based in Tampa, FL, with 20 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 Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,276 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Basic annual fee schedule is up to 2% annually, which is negotiable based on client circumstances. Accounts may be subject to a minimum annual fee of $500.
Fee Estimator
Location
3709 W. Jetton Ave, Ste 201, Tampa, FL, 33629
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2015Other Business ActivitiesSells Insurance
Mark is the President and CEO of Low Load Insurance Services, Inc. (LLIS), where he sells insurance, disability, long-term care, and annuities, dedicating nearly full-time hours to this role. He also works as an external wholesaler for Ameritas Life Insurance Company, selling no-load annuities and life insurance to fee-only RIAs and their clients for a few hours per week.
Employment History
Current Registrations
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.Broker
Previous Registrations
Investment Advisors
Proequities, INC.Broker
State Registrations51 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.
Exams
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