Mark Reffett
Mark Reffett is a registered investment advisor at Epg Wealth Management LLC, based in Atlanta, GA, with 14 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,194 clients with $580M 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 $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees may be negotiable in some instances. Accounts custodied at National Financial Services are subject to a minimum monthly fee of $10.42.
Fee Estimator
Location
309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA, 30305
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2020Other Business Activities
Mark owns Stratford Capital LLC and RCM Capital LLC, both DBAs and not investment-related. He dedicates minimal time to these activities.
Employment History
Current Registrations
Epg Wealth Management LLC
Arkadios CapitalBroker
Previous Registrations
Acg Wealth INC.
Triad Advisors, INC.Broker
Investacorp, INC.Broker
State Registrations21 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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