Markus Weaver
Markus Weaver is a registered investment advisor at Signature Equity Partners, LLC, based in Broadview Heights, OH, with 6 years of industry experience. Markus is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees typically range between 0.25% and 1.75% of assets per year, and are negotiable based on the nature and complexity of services, account size, and asset allocation.
Fee Estimator
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 Registrations8 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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