Markus Weaver
Markus Weaver is a registered investment advisor at Signature Equity Partners, LLC, based in Broadview Heights, OH, with 5 years of industry experience. Markus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,056 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Signature Equity Partners offers investment management through various programs:
VISION2020 Wealth Management Platform:
- Advisor Managed Portfolio Program: Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
- Unified Managed Account Program: Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
Independent Portfolio Management Services:
- Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
Fees are based on the value of your account and can be tiered or a flat percentage. Fees are typically deducted from your account. The specific fee and payment frequency are detailed in your advisory agreement.
Location
9150 South Hills Blvd, Suite 200, Broadview Heights, OH, 44147
Get directionsHistory
Regulatory History (2)
Financial
May 2019Financial
May 2019Other Business ActivitiesSells Insurance
Markus is an agent at Mark S. Weaver Wealth Advisory, LLC, focusing on fixed annuities and non-variable insurance, and also conducts investment and insurance business under the same name. He also works full-time as an Investment Advisor Representative at Signature Equity Partners, LLC and spends minimal time as a Notary Public.
Employment History
Current Registrations
Signature Equity Partners, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations7 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.