Mark Banac
Mark Banac is a registered investment advisor at Bankers Life Advisory Services, INC., based in Syracuse, NY, with 3 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B 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 | 2.50% |
Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.
Fee Estimator
Location
231 Salina Meadows Pkwy Ste 100, Syracuse, NY, 13212
Get directionsHistory
Regulatory History (1)
Regulatory
November 2013Other Business ActivitiesSells Insurance
Mark is affiliated with Bankers Conseco Life Insurance Company of New York, where he recruits and trains insurance agents. He is also appointed with KFA through BLC, enabling agents to write business for various insurance products, taking nearly full-time hours.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Bankers Life Securities, INC.Broker
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.
Exams
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