Mark Mallia
Mark Mallia is a CFP-designated registered investment advisor at Bankers Life Advisory Services, INC., based in Beachwood, OH, with 12 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.
Location
25101 Chagrin Boulevard Ste 170, Beachwood, OH, 44122
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Regulatory History (1)
Customer Dispute
October 2023Other Business ActivitiesSells Insurance
Mark is a Branch Sales Manager at Bankers Life, dedicating full-time hours to managing operations in Ohio. He also serves as President/CEO of ETS Consulting, his personal corporation for 1099 activities, taking about half of his time, and is a board member for Heritage Estates HOA, requiring minimal time.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Investment Advisors
Proequities, INC.Broker
State Registrations33 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.