Mark Recker is a registered investment advisor at Recker Financial LLC, based in Bay City, MI, with 16 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 5 more. Their firm serves 76 clients with $19M 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 $100K | 0.95% |
| $100K - $250K | 0.85% |
| $250K - $500K | 0.65% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.50% |
Fees are blended, pro-rated, and paid monthly in arrears. Annual fees are negotiable.
Fee Estimator
Location
122 Uptown Drive, Suite 204, Bay City, MI, 48708
Get directionsHistory
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 licensed to sell life and health insurance, but is not affiliated with any insurance organization and does not sell insurance to firm clients. Mark also owns 20% of Maurer Meat Processors and helps manage finances, spending about 10-20% of his time on the business.
Employment History
Current Registrations
Recker Financial LLC
Previous Registrations
Hantz Financial Services, INC.
Hantz Financial Services, INC.Broker
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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