Mark Wygant is a registered investment advisor at Brookwood Financial Services, based in Oscoda, MI, 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 Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 5 clients with $270K 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 $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Location
4720 F 41, Oscoda, MI, 48750
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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 Activities
Mark owns and operates an Air BnB short-term rental and a real estate investment holding company that he self-manages. These activities are not investment-related.
Employment History
Current Registrations
Brookwood Financial Services
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.