Mark Vitek is a CFP-designated registered investment advisor at Nc Money Management, INC., based in Raleigh, NC, 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 20 clients with $29M 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 $250K | 1.00% |
| $250K - $500K | 5.00% |
| $500K+ | 1.00% |
Fees are negotiable and may exceed 1% for smaller accounts. $1,250 per quarter translates to 5% annually for the $250,000 to $499,999 tier.
Fee Estimator
Location
212 West Millbrook Road, Raleigh, NC, 27609
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Mark is a managing owner of a CPA firm since 1982. He spends about half of his time on the CPA firm and the other half on his investment advisory firm.
Employment History
Current Registrations
Nc Money Management, INC.
State Registrations1 state
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