Mark Prowell
Mark Prowell is a registered investment advisor at Prowell Financial Management, LLC, based in Exton, PA, with 13 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, Investment Management, Tax Planning. Their firm serves 60 clients with $8.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PFM offers asset management services, typically charging a fixed fee ranging from $25,000 to $350,000 per year, based on the complexity of the account. In limited cases, PFM may charge a percentage of the assets managed, ranging from 0.00% to 0.65% annually, depending on the amount and type of assets. Fees are negotiable.
Location
717 Constitution Drive, Suite 102, Exton, PA, 19341
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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 owns rental property and is a board member of Commonwealth Trust Company. He also owns Prowell Financial Management, focusing on estate planning, business succession planning, and fixed life insurance, taking about two-thirds of his time.
Employment History
Current Registrations
Prowell Financial Management, LLC
Previous Registrations
Lincoln Investment Planning, LLC
Capital Analysts
State Registrations3 states
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