Mark Mcevily
Mark Mcevily is a registered investment advisor at Jessup Wealth Management, based in Dayton, OH, with 10 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 401 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jessup Wealth Management offers investment management through Commonwealth's PPS Custom and PPS Select programs. Fees vary depending on the program and the amount of your portfolio.
PPS Custom Program: Jessup Wealth Management has two standard fee schedules for PPS Custom program accounts: Individual Security Investments portfolios and Individual Bond Investments portfolios. The fees range from 0.75% to 2.00% depending on the portfolio type and account size. There is also a platform fee.
PPS Select Program: Fees consist of an advisor fee and a program fee. The fees range from 0.25% to 1.50% depending on the account size.
Location
35 Park Avenue, Dayton, OH, 45419
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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 sells fixed insurance, dedicating minimal time to this activity. He is also the President and Owner of McEvily, Inc., an operating company for securities business expenses, and a board member and secretary for Dayton Country Club.
Employment History
Current Registrations
Jessup Wealth Management
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
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.