Mark Baker
Mark Baker is a registered investment advisor at Shining Light Investment Corporation, based in Hampton, VA, with 3 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Shining Light Investment Corporation offers several investment management programs. The fees are as follows:
- Tax-Deferred Strategies (TDS) Managed Portfolios: Up to 3.00% annually
- Flexible Managed Accounts (FMA): Up to 3.00% annually
- Outside Investment Monitoring Accounts: Up to 1.00% annually
- Retirement Plan Advisory Services: Up to 1.00% annually
Shining Light may also charge an upfront placement fee for the initial allocation, which is not included in the annual maximum. Advisory fees are negotiable at the sole discretion of Shining Light.
Location
Hampton, VA
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Regulatory History (1)
Regulatory
March 2021Employment History
Current Registrations
Shining Light Investment Corporation
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.