Mark Weathers
Mark Weathers is a CFP-designated registered investment advisor at Black Diamond Investment Group,inc., based in Kalamazoo, 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 Business Owners, High Net Worth, Investment Management. Their firm serves 32 clients with $6.9M 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 $50K | 1.40% |
| $50K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees are negotiable for accounts over $3,000,001.
Fee Estimator
Location
3027 Portage Street, Kalamazoo, MI, 49001-3750
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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 the president of Mark A. Weathers, P.C., a CPA firm, since 1992. He dedicates nearly full-time hours to this business, including a few hours per day during securities trading hours, performing accounting and tax duties.
Employment History
Current Registrations
Black Diamond Investment Group,inc.
State Registrations1 state
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