Mark Miehle
Mark Miehle is a registered investment advisor at First Fidelity Group LLC, based in Birmingham, AL, 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 Insurance Planning, Investment Management, Retirement Planning. Their firm serves 37 clients with $7.3M 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 | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1000K | 1.40% |
| $1.0M - $5.0M | 1.20% |
| $5M+ | 1.00% |
Accounts will be aggregated if same person has multiple accounts and /or if there are multiple account holders are living in the same house.
Fee Estimator
Location
1134 Greymoor Road, Birmingham, AL, 35242
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 ActivitiesSells Insurance
Mark is a licensed insurance agent for First Fidelity Group LLC, selling life insurance and annuities, dedicating a few hours per week. He also owns Ophthalmic Concepts, working as a manufacturer's representative for eyecare products for minimal time.
Employment History
Current Registrations
First Fidelity Group LLC
Previous Registrations
Investment Advisors
Pfi Strategies
Investment Advisors
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.