Mark Mcnamee
Mark Mcnamee is a registered investment advisor at Gradient Wealth Management, based in Arden Hills, MN, with 24 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, Retirement Planning, Tax Planning. Their firm serves 3,268 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Wealth Management offers non-discretionary asset management services, where they recommend securities but require your approval before any trades. The annual fee is a maximum of 2.00% of the assets they manage, but this fee is negotiable based on factors like the money manager selected, the advisor providing services, and the value of your account. The fee can be paid monthly or quarterly, either in advance or after the period. You can terminate the agreement with 30 days' notice and receive a refund for services not provided.
Location
4105 Lexington Avenue, Suite 380, Arden Hills, MN, 55126
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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 is an insurance agent, spending about half his time on insurance sales and service since 2012. He also owns an accounting and tax preparation business, oversees a retail store, is treasurer for a state senate district, owns a real estate holding company, and oversees investments and tax services.
Employment History
Current Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Previous Registrations
Gradient Wealth Management
Sammons Securities Company, LLCBroker
Walnut Street Securities, INC.Broker
State Registrations20 states
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