Mark Anglin
Mark Anglin is a registered investment advisor at Bales Financial Advisors, INC, based in Cumming, GA, with 7 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 270 clients with $51M 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 $1.0M | 1.75% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
212 Webb Street, Suite 101, Cumming, GA, 30040
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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 an independent agent selling fixed insurance products through Bales Financial Group, dedicating about a quarter of his time. He is also an Investment Advisor Representative with Retirement Wealth Advisors, Inc. and an Owner/Insurance Agent with Anglin Insurance Group, Inc., dedicating about 10-20% of his time.
Employment History
Current Registrations
Bales Financial Advisors, INC
Previous Registrations
Retirement Wealth Advisors, INC.
Change Path LLC
State Registrations1 state
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