Mark Eid is a registered investment advisor at Acts Financial Advisors, based in Mclean, VA, with 2 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, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 23 clients with $130M 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 | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.55% |
| $50M+ | 0.50% |
Fees are negotiable based on certain factors, e.g., personal relationships, net worth, income. The annual advisory fee is subject to a $10,800 minimum (and an $900 monthly minimum) per client, which is inclusive of comprehensive financial planning and investment management fees. Annual investment management fees will not exceed more than 1.00% of the client’s total AUM as a result.
Fee Estimator
Location
1390 Chain Bridge Rd #10147, Mclean, VA, 22101
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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 works as a Mohs micrographic surgeon about two days per week and is a licensed insurance agent since 2023, dedicating minimal time to insurance activities. He is also a real estate agent and the owner/co-founder of Rich to Wealthy, LLC, a personal finance-related social media company.
Employment History
Current Registrations
Acts Financial Advisors
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.