Mark Beaver
Mark Beaver is a CFP-designated registered investment advisor at Benedict Financial Advisors, INC., based in Atlanta, GA, with 23 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 325 clients with $470M 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 $750K | 1.49% |
| $750K - $1.3M | 1.29% |
| $1.3M - $2.0M | 1.19% |
| $2.0M - $3.0M | 1.14% |
| $3.0M - $5.0M | 1.09% |
| $5M+ | 0.95% |
Fees may be negotiable at BFA's discretion.
Fee Estimator
Location
6000 Lake Forest Drive, Suite 550, Atlanta, GA, 30328
Get directionsHistory
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 a registered investment advisor and operates under Benedict Financial Advisors, Inc. He also owns Benedict Financial Group, Inc., an insurance agency, dedicating minimal time to it.
Employment History
Current Registrations
Benedict Financial Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations18 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.