Mark Meyers is a CFP, ChFC-designated registered investment advisor at Rehmann Wealth, based in Troy, MI, with 15 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 2,549 clients with $5.3B 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 | 2.50% |
Individual advisors set their own fee schedules up to a maximum of 2.50% per year. Fees vary based on account size, complexity, and services provided, and may be negotiated.
Fee Estimator
Location
1500 W. Big Beaver Rd., 2nd Floor, Troy, MI, 48084
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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 financial advisor at Rehmann Capital Advisory Group and a registered representative at Rehmann Financial Network, LLC, dedicating full-time hours to these roles. He is also a licensed producer at Rehmann Insurance Group, LLC, spending about a quarter of his time in this role.
Employment History
Current Registrations
Rehmann Financial Network, LLCBroker
Rehmann Wealth
Previous Registrations
Clarfeld
Plante Moran Financial Advisors
Plante Moran Insurance AgencyBroker
Valmark Securities, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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.
Exams
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