Mark Kanakaris
Mark Kanakaris is a registered investment advisor at Kanakaris and Associates, based in Woodstock, GA, with 13 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. Their firm serves 62 clients with $7.5M 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 - $750K | 1.50% |
| $750K+ | 1.25% |
If the Income & Growth Model portfolio is recommended, the annual fee is 3.0% of assets under management. The advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
222 Creekstone Ridge, Woodstock, GA, 30188
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 sells life, annuity, health, and disability insurance, dedicating about half of his time to this activity. He also spends about half of his time with Cherokee Tax Group doing tax planning and preparation.
Employment History
Current Registrations
Kanakaris and Associates
Previous Registrations
Kanakaris and Associates
Royal Fund Management, LLC
American Elite Retirement
High Street Asset Management, LLC
Vision Advisors Financial Services LLC
State Registrations1 state
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.