ML
CFP
ML
CFP
Mark Lockyer is a CFP-designated registered investment advisor at Lockyer Investments LLC, based in Skokie, IL, 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 Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5M+ | 0.50% |
The 0.5% fee is up to an annual maximum of $150,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5250 Old Orchard Road Suite 300, Skokie, IL, 60077
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
March 2025Employment History
Current Registrations
Lockyer Investments LLC
October 2025 - Present · 6 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
January 2015 - July 2018 · 3 yrs 6 mos
Fidelity Brokerage Services LLCBroker
November 2012 - March 2025 · 12 yrs 4 mos
Signator Investors, INC.Broker
April 2011 - September 2012 · 1 yr 5 mos
State Registrations1 state
IL
Advisor
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
No exam information available for this advisor.