Mark Adams
Mark Adams is a registered investment advisor at Horizons Planning Corporation, based in Ann Arbor, MI, 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, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 151 clients with $70M 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 $500K | 2.00% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable and discounts may be provided.
Fee Estimator
Location
250 W. Eisenhower Pkwy., Suite 140, Ann Arbor, MI, 48103
Get directionsHistory
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 life, health, and annuity insurance agent since 2022. He dedicates about 10-20% of his time to analyzing and preparing recommendations and quotes for prospects and current investment clients.
Employment History
Current Registrations
Horizons Planning Corporation
State Registrations2 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.