Mark Johnson is a registered investment advisor at Colliers Securities LLC, based in Fargo, ND, with 40 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 739 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Colliers Securities offers investment advisory services through different programs.
Colliers Director Program (Non-Wrap): Clients pay an annual advisory fee, negotiable up to 2.5% of assets, billed quarterly. This fee covers investment advice and reporting but doesn't include ticket charges for trades or custodial fees.
Dana Direct Program (Wrap): Clients pay an annual advisory fee, negotiable up to 2.5% of assets, billed quarterly. This fee includes investment advice and reporting but doesn't include ticket charges for trades or custodial fees. Dana Investment Advisors also assesses their own fee.
Envestnet Programs (Wrap): Clients pay an annual advisory fee to Colliers Securities, plus a separate Envestnet program fee. These fees are charged quarterly. The Envestnet program fee covers transaction costs and account administration. The advisory fee may be negotiable.
Location
3170 43rd Street S, Suite 105, Fargo, ND, 58104-8908
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2004Other Business Activities
Mark is an owner and managing partner of K & P Johnson Family LLP, a family farm, since 2013, dedicating a few hours per week to managing rental agreements and bookkeeping. He also serves on the advisory board for Rennisance Condominium, spending minimal time on association decisions.
Employment History
Current Registrations
Colliers Securities LLC
Colliers Securities LLCBroker
Previous Registrations
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
Wells Fargo Brokerage Services, L.L.C.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations36 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.