Mark Kissell
Mark Kissell is a registered investment advisor at Baytrust Wealth Management, LLC, based in North Manchester,, IN, with 15 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Asset management fees will not exceed an annual rate of 2.00%. Specific fees and terms are detailed in the advisory agreement.
Fee Estimator
Location
North Manchester,, IN
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is a managing member/owner of United Financial GRP, LLC, a service company, dedicating about 10-20% of his time. He is also an independent insurance agent, spending nearly full-time selling insurance.
Employment History
Current Registrations
Baytrust Wealth Management, LLC
Previous Registrations
Advisory Services Network
Variable Investment Advisors, INC.Broker
American Equity Investment CorporationBroker
American Capital Management, INC.
Envision Investment Advisors, LLC
Envision Investment Advisors, LLC
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.