MC
MC

Mark Camp

14 Years of Experience
Ocala, FL
1 DisclosureSells Insurance

Mark Camp is a registered investment advisor at Lifecare Funding Solutions, LLC, based in Ocala, FL, with 14 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
$120K average
Assets Under Management
$120K

Fee Structure

Minimum Investment:$30K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The annual fee is negotiable. A client may aggregate accounts to negotiate a lower fee.

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

History

Regulatory History (1)
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Employment Separation After Allegations
March 2014
Other Business ActivitiesSells Insurance

Mark is a partner at MMC Financial Services, LLC, selling life, health, disability, fixed annuities, and workplace indemnity insurance products.

Employment History
Current Registrations
Lifecare Funding Solutions, LLC
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Latitude Advisors, LLC
July 2014 - June 2015 · 11 mos
Phoenix Wealth Management
March 2011 - March 2014 · 3 yrs
State Registrations1 state
FL
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 Camp - Financial Advisor | TrueAdvisor