MF
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Mark Fairgrieve

14 Years of Experience
Big Rapids, MI
1 DisclosureBroker

Mark Fairgrieve is a registered investment advisor at Fifth Third Securities, INC., based in Big Rapids, MI, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 47,014 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1009 advisors
Number of Clients
47,014 clients
Average Client Portfolio
$232K average
Assets Under Management
$10.9B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable. Maximum fee is 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

101 North Michigan, Big Rapids, MI, 49307

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History

Regulatory History (1)
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Customer Dispute
January 2016
Denied
Other Business Activities

Mark owns Rentgr.com LLC, an internet marketing business for residential rentals. He spends a few hours per week on this non-investment related activity.

Employment History
Current Registrations
Fifth Third Securities, INC.
July 2013 - Present · 13 yrs 3 mos
Fifth Third Securities, INC.Broker
September 2012 - Present · 14 yrs 1 mo
State Registrations18 states
AZCACOCTFLGAHIINMEMINCNYOHPRTNTXWAWI
AdvisorBrokerBoth

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.
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