Mark Myers
Mark Myers is a registered investment advisor at American Money Management, LLC, based in Rancho Santa Fe, CA, with 22 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. Their firm serves 758 clients with $730M 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 | 1.50% |
The annual fee ranges from 0.25% to 1.50% and may be negotiable depending on the size and complexity of the client’s account.
Fee Estimator
Location
14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA, 92067
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 life insurance agent and owner of Myers Financial Services since 2009, where he solicits fixed and fixed-indexed annuities and life insurance. This activity takes about 10-20% of Mark's time.
Employment History
Current Registrations
American Money Management, LLC
Previous Registrations
Horter Investment Management, LLC
Wfg Advisors, LP
Horter Investment Management, LLC
Wfg Advisors, LP
Workman Securities Corporation
VALIC Financial Advisors, INC.
State Registrations3 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.