MG
MG

Mark Grywacheski

10 Years of Experience
Davenport, IA

Mark Grywacheski is a registered investment advisor at Quad-Cities Investment Group, LLC, based in Davenport, IA, with 10 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 610 clients with $430M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
610 clients
Average Client Portfolio
$698K average
Assets Under Management
$425.5M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1000K1.25%
$1.0M - $5.0M1.00%
$5M+0.75%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5177 Utica Ridge Road, Davenport, IA, 52807

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Mark is involved with several community organizations, including the Hammond Henry Hospital Foundation, the Geneseo is For Tomorrow (GIFT) Foundation, and the Geneseo Chamber of Commerce. These activities take a few hours per week.

Employment History
Current Registrations
Quad-Cities Investment Group, LLC
February 2016 - Present · 10 yrs 2 mos
Previous Registrations
Irongate International, L.L.C.
February 2015 - December 2015 · 10 mos
State Registrations2 states
IAIL
Advisor

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
No exam information available for this advisor.