Mark Tevebaugh is a registered investment advisor at Oneascent Wealth Management, based in Indian Valley, VA, with 38 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 927 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneAscent Wealth Management offers investment management services. Here's how the fees work:
- Unified Managed Accounts (UMAs): Fees range from 0.50% to 2.00% per year of the portfolio's value. The Overlay Manager (Adhesion or GeoWealth) and any third-party managers also charge separate fees.
- Non-UMA Clients: Fees range from 0.50% to 2.00% per year of the portfolio's value. In some cases, a flat fee between $1,000 and $100,000 per year may be charged.
- Held Away Accounts: Fees range from 0.50% to 2.00% per year of the portfolio's value. In some cases, a flat fee may be charged. Pontera also charges a separate fee.
- Fee-Based Annuities and Insurance: Fees range from 0.50% to 2.00% per year of the portfolio's value. In some cases, a flat fee may be charged. The third-party platform also charges a separate fee.
Fees are negotiable and depend on the account size and complexity.
Location
Indian Valley, VA
Get directionsHistory
Regulatory History (7)
Customer Dispute
September 2023Customer Dispute
February 2018Customer Dispute
November 2010Customer Dispute
July 2002Customer Dispute
February 2002Criminal
February 1973Criminal
January 1973Other Business Activities
Mark is an officer at Tevebaugh & Associates, handling the day-to-day operations as a Registered Representative and Investment Advisor. This activity takes nearly all of Mark's time.
Employment History
Current Registrations
Oneascent Wealth Management
Oneascent Financial Services LLC
Previous Registrations
Next Financial Group, INC.Broker
Next Financial Group, INC.
Blue Vase Capital Management
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Blue Vase Securities, LLC
Blue Vase Securities, LLCBroker
Empire Financial Group, INC.Broker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Mony Securities CorporationBroker
Ascend Financial Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
State Registrations3 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.