MF
CFP
MF
CFP

Mark Fearigo

25 Years of Experience
Uniontown, OH

Mark Fearigo is a CFP-designated registered investment advisor at Captrust, based in Uniontown, OH, 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 Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 41,750 clients with $1200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
948 advisors
Number of Clients
41,750 clients
Average Client Portfolio
$29.6M average
Assets Under Management
$1236.7B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.85%
$5M+0.70%

Fees are negotiable and may be higher, lower, or waived based on account size, investment approach, complexity, and relationship duration. Assets above $10M are negotiable.

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

1640 Corporate Woods Circle, Uniontown, OH, 44685

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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 Activities

Mark owns VAMM Properties, LLC, a rental property, and spends minimal time managing it. He also operates MWF Consulting as a sole proprietor, preparing personal tax returns for family and friends, dedicating minimal time to this activity.

Employment History
Current Registrations
Captrust
May 2019 - Present · 7 yrs 5 mos
Previous Registrations
Azsure Fiduciary Services
November 2005 - January 2008 · 2 yrs 2 mos
Cornerstone Capital Advisors
January 2001 - July 2019 · 18 yrs 6 mos
State Registrations2 states
OHTX
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.
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