Mark Timmick
Mark Timmick is a registered investment advisor at Founders Financial Securities, LLC, based in Ellicott City, MD, with 18 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, Investment Management, Retirement Planning. Their firm serves 9,021 clients with $3.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FFS offers several investment management programs. Fees are determined separately for each account and are negotiable, based on factors like assets under management, account structure, and services provided. Fees are generally a percentage of assets under management and can be charged quarterly or monthly, in advance or arrears.
Independence Advisory accounts typically do not exceed 2.50% annually. The Managed Portfolio Program has a fee of 1.65% annually. FCMS Private Wealth Solutions fees do not exceed 1.70% of the first $1,000,000 and 1.40% thereafter, annually. Nationwide Variable Annuity fees do not exceed 1.50% annually.
Some programs have minimum account balances and additional custodial fees that could result in an effective rate greater than the stated percentage.
Location
5010 Dorsey Hall Drive, Suite 102, Ellicott City, MD, 21042
Get directionsHistory
Regulatory History (2)
Financial
August 2016Customer Dispute
April 2012Other Business ActivitiesSells Insurance
Mark is a managing member of Path Financial Advisors, LLC, which serves as the business entity for his financial planning, securities, and insurance business, taking nearly full-time. He also works as a music DJ for Black Tie Entertainment and owns an investment newsletter called A Need to Know, dedicating about 10% of his time to each.
Employment History
Current Registrations
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
Previous Registrations
Bcg Securities, INC.
Bcg Securities, INC.Broker
State Registrations14 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.