Mark Fleming is a CFA-designated registered investment advisor at Gryphon Financial Partners, based in Columbus, OH, with 2 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, Charitable Giving, Corporate Executives, Estate Planning, and 5 more. Their firm serves 661 clients with $2.4B 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% |
Fees are negotiated on a client-by-client basis and will not exceed 1.5% annually. Portfolios utilizing the Gryphon Global Equity strategy are subject to an additional annual fee of up to 0.125%.
Fee Estimator
Location
325 John H. Mcconnell Blvd., Suite 425, Columbus, OH, 43215
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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.
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Mark is the CEO of Owner Actions, Inc., a consulting firm that helps people buy businesses, taking about half of his time. He also serves as a board member or director for several other companies, dedicating minimal time to each.
Employment History
Current Registrations
Gryphon Financial Partners
State Registrations1 state
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.
Exams
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