Mark Compton
Mark Compton is a registered investment advisor at Compton Wealth Advisory Group, LLC, based in Virginia Beach, VA, with 25 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, High Net Worth, Insurance Planning, and 2 more. Their firm serves 231 clients with $720M 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 - $3.0M | 0.90% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fee schedule applies to accounts held at Charles Schwab. Annual investment advisory fee for account(s) held at American Funds and annuities held at Nationwide will be charged 0.80%. American Funds 529 Plan accounts will be charged 0.50%. Corporate cash accounts follow a separate tiered fee schedule.
Fee Estimator
Location
1 Columbus Center, 283 Constitution Drive, Suite 100, Virginia Beach, VA, 23462
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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 Activities
Mark is involved in various activities, including serving as a board member for the Compton Family Foundation, acting as a trustee for several trusts, managing real estate rental properties through multiple LLCs, and serving as a board member for PSC Automotive Group, LLC. Most of these activities require minimal time, with Big Wheel, LLC requiring a few hours per week.
Employment History
Current Registrations
Compton Wealth Advisory Group, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.