Mark Orr
Mark Orr is a CFP-designated registered investment advisor at Brookstone Wealth Advisors, LLC, based in Alpharetta, GA, with 21 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
12600 Deerfield Parkway, Alpharetta, GA, 30004
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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 sells life insurance and annuities as a sole proprietor, dedicating about half of his time. He also owns Proactive Tax Planning, LLC, offering tax preparation and planning services, and spends about 10-20% of his time as an insurance agent for The Eagle Team and an independent insurance broker for Amaze Brokers.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Horter Investment Management, LLC
Morr Capital Management, INC.
Morr Capital Management, INC.
Sicor Securities INC
State Registrations4 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.