Mark Mallia
Mark Mallia is a CFP-designated registered investment advisor at Bankers Life Advisory Services, INC., based in Beachwood, OH, with 13 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 Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.
Fee Estimator
Location
25101 Chagrin Boulevard Ste 170, Beachwood, OH, 44122
Get directionsHistory
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 Registrations34 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.
Exams
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