MV
MV

Mark Virostick

27 Years of Experience
Warren, MI
Sells Insurance

Mark Virostick is a registered investment advisor at Financial Services of America Advisors, based in Warren, MI, with 27 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,406 clients with $570M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
4,406 clients
Average Client Portfolio
$130K average
Assets Under Management
$573.4M

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1000K1.25%
$1M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6900 Miller Dr, Warren, MI, 48092

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Mark is a Vice President/Insurance Agent at Financial Services of America, focusing on insurance sales and services, dedicating about a quarter of his time. He also works as an Investment Adviser Representative at FSA Advisors, providing investment advice for a fee, which takes nearly full-time.

Employment History
Current Registrations
Fsa Advisors, INC.
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Ae Financial Services, LLCBroker
December 2022 - August 2025 · 2 yrs 8 mos
Independence Capital CO., INC.
March 2017 - December 2022 · 5 yrs 9 mos
Independence Capital CO., INC.Broker
January 2007 - December 2022 · 15 yrs 11 mos
Usallianz Securities, INC.Broker
November 2002 - September 2006 · 3 yrs 10 mos
Mtl Equity Products, INC.Broker
January 2002 - September 2002 · 8 mos
Iac Securities, INC.Broker
March 1998 - January 2002 · 3 yrs 10 mos
State Registrations1 state
MI
Advisor

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.
Mark Virostick - Financial Advisor | TrueAdvisor