Mark Vosk
Mark Vosk is a ChFC-designated registered investment advisor at Esi Financial Advisors, based in Sandy Springs, GA, with 29 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 Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 12,379 clients with $2.8B 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 - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Rates reflect the primary schedule used in programs like American Funds and Schwab Retirement Advisor Services. Other programs have different maximum fees (AssetMark up to 1.50%, Saratoga up to 2.00%, SEI up to 1.75% plus 0.05% administrative fee). Actual fees are negotiable.
Fee Estimator
Location
5555 Glenridge Connector, Suite 525, Sandy Springs, GA, 30342
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 ActivitiesSells Insurance
Mark is an agent for several insurance companies, selling life, disability, health, and long-term care insurance since 2016, dedicating minimal time. He also works with Apogee Financial Partners as a DBA for his insurance business and is a senior partner at Mackenzie Financial Group, focusing on insurance and dedicating full-time hours.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Previous Registrations
Allmerica Investments, INC.Broker
State Registrations18 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
More Advisors
- Anthony Farrar, ChFCEsi Financial Advisors
- Michael Robinson, ChFCEsi Financial Advisors
- John PossEsi Financial Advisors
- Hillory Burkett, CFPEsi Financial Advisors
- Ronald Purdy, CFPEsi Financial Advisors
- Mark Neuman, CFAHero Asset Management