Mark Hannah
Mark Hannah is a registered investment advisor at Potts, Hannah & Fischer Wealth Management Group, LLC, based in Indianapolis, 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 High Net Worth, Investment Management. Their firm serves 3 clients with $1.2M 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 $125K | 2.00% |
| $125K - $300K | 1.50% |
| $300K+ | 1.10% |
Fees are negotiable.
Fee Estimator
Location
7855 South Emerson Ave., Suite S, Indianapolis, IN, 46237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Mark is the owner of PHF Realty, LLC, a real estate company, dedicating minimal time. He is also the President and managing member of Potts, Hannah & Fischer Wealth Management Group, LLC, taking nearly full-time hours, and a partner at Potts, Hannah & Fischer, P.C., an accounting firm, taking nearly full-time hours.
Employment History
Current Registrations
Potts, Hannah & Fischer Wealth Management Group, LLC
State Registrations1 state
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