Mark Dyer is a registered investment advisor at Mechfi, based in Sacramento, CA, with 9 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 6 clients with $90K 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 $30K | 4.00% |
| $30K - $100K | 1.00% |
| $100K - $250K | 0.85% |
| $250K - $500K | 0.70% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.60% |
Fees are negotiable. Minimum annual fee of $120.
Fee Estimator
Location
Sacramento, CA
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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 is a 25% owner of Mary's Mobile Kitchen, a restaurant business, and builds marketing materials for them. Mark is also a licensed insurance agent and discloses any potential conflicts of interest to clients.
Employment History
Current Registrations
Mechfi
Previous Registrations
Edward Jones
Edward JonesBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Comerica Securities
Comerica SecuritiesBroker
MotifBroker
State Registrations1 state
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