Mark May is a CFP-designated registered investment advisor at Ballast Financial Advisors, LLC, based in West Chester, PA, 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 Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 564 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ballast Financial Advisors charges a fixed fee for asset management services, based on the scope and complexity of the client's situation. This fee will not exceed $10,000 annually or the equivalent of 1.2% of the value of your portfolio. Fees are billed monthly, based on the average daily value of the account. For accounts managed by third-party managers, this fee is in addition to any fees charged by the third-party manager.
Location
535 N. Church St., Suite 205, West Chester, PA, 19380
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark works as a clerk providing tax preparation services for Ballast & Associates, LLC, dedicating about 10-20% of his time. He also serves as a board member for People's Place, a non-profit organization, spending minimal time on this activity.
Employment History
Current Registrations
Ballast Financial Advisors, LLC
State Registrations1 state
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