Mark Fissel is a CFP-designated registered investment advisor at Beacon Hill Investment Advisory, LLC, based in Dublin, OH, with 17 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 108 clients with $92M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.25% |
| $200K - $400K | 1.25% |
| $400K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.45% |
| $15M+ | 0.45% |
Fees are negotiable. For amounts above $15,000,000, fees are provided by quote.
Fee Estimator
Location
6000 Venture Drive, Suite B, Dublin, OH, 43017
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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 Activities
Mark is a member/partner in The Allen Group, LLC, a real estate acquisition and development company, since 2002. He spends a few hours per week on this business, with minimal time during securities trading hours.
Employment History
Current Registrations
Beacon Hill Investment Advisory, LLC
Previous Registrations
Beacon Hill Investment Advisory, 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.
Exams
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