Mark Fetterolf
Mark Fetterolf is a registered investment advisor at My Financial Coach, LLC, based in Midland, MI, with 14 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 128 clients with $54M 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 $1.0M | 0.85% |
| $1M+ | 0.85% |
Fees are negotiable. Qualified clients may pay 0.85% of assets under management along with a 20% performance fee based on capital appreciation.
Fee Estimator
Location
3320 Ridgecrest Road, Suite 300, Midland, MI, 48642
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 owns multiple real estate properties, including multi-family, single-family, and lot/land. He is also a licensed insurance agent since 2019 and sells insurance, dedicating minimal time during trading hours.
Employment History
Current Registrations
My Financial Coach, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
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.