William Marks is a registered investment advisor at Security Financial Advisors,llc, based in Ann Arbor, MI, with 15 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be negotiable.
Fee Estimator
Location
1945 Pauline, Suite 21A, Ann Arbor, MI, 48103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a Certified Public Accountant and owner of Beaupre & Marks, CPA's P.C. since 1998. He spends a substantial amount of time on this accounting firm.
Employment History
Current Registrations
Security Financial Advisors,llc
State Registrations1 state
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