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Mark Biggs

Kinetic Investment Management, INC.
4 Years of Experience
Bowling Green, KY
Sells Insurance
View SEC Summary
View SEC Summary

Mark Biggs is a registered investment advisor at Kinetic Investment Management, INC., based in Bowling Green, KY, with 4 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,460 clients with $450M in assets under management.

Kinetic Investment Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
1,460 clients
Average Client Portfolio
$309K average
Assets Under Management
$450.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Kinetic Investment Management charges fees for portfolio management that are negotiable and depend on the client's needs and the complexity of the situation. The final fee schedule is detailed in the Investment Advisory Contract. Fees are typically paid monthly or quarterly in advance.

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Location

843 Fairview Ave Ste. B-2, Bowling Green, KY, 42101

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Mark owns Biggs Financial Services, an accounting/tax firm, and is a licensed insurance agent selling life and health insurance. He also owns multiple real estate entities, dedicating minimal time to them, and spends about a quarter of his time on life insurance and annuity sales.

Employment History
Current Registrations
Kinetic Investment Management, INC.
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Simplicity Wealth
June 2022 - February 2024 · 1 yr 8 mos
Magnolia Wealth Management LLC
November 2021 - July 2022 · 8 mos
State Registrations1 state
KY
Advisor

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
No exam information available for this advisor.
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