Mark Cagle
Mark Cagle is a registered investment advisor at Portfolio Medics, LLC, based in Mobile, AL, with 1 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,702 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Medics manages investments through several strategies, each with its own fee:
- Advisor Managed Portfolios (AMP): Up to $10 million, 2.60% per year. Fees are negotiable above $10 million.
- Diversified Fund Allocation (DFA): Up to $10 million, 1.00% per year. Fees are negotiable above $10 million.
- Market Trend Strategy (MTS): Up to $10 million, 1.50% per year. Fees are negotiable above $10 million.
Fees are based on the value of your investments and are paid quarterly.
Location
Mobile, AL
Get directionsHistory
Regulatory History (5)
Judgment / Lien
August 2023Judgment / Lien
August 2023Judgment / Lien
June 2023Financial
April 2022Judgment / Lien
July 2019Other Business ActivitiesSells Insurance
Mark is an independent insurance agent through Cagle Insurance & Financial Services, selling insurance products including annuities, which takes nearly full-time hours. He also works as a valet/attendant for Park First LLC, dedicating nearly full-time hours to this activity as well.
Employment History
Current Registrations
Portfolio Medics, 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.