Mark Herhold is a registered investment advisor at Security First Financial, based in Swartz Creek, MI, with 15 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 640 clients with $300M 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 $1.5M | 0.60% |
| $1.5M+ | Included |
No fee on assets above $1.5 million of an aggregated client family accounts. Security First Financial may waive or reduce the management fees for family or friends.
Fee Estimator
Location
6012 S. Linden Road Suite 10, Suite 10, Swartz Creek, MI, 48473
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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 →Employment History
Current Registrations
Security First Financial
State Registrations2 states
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