Mark Tabock is a PFS-designated registered investment advisor at Stoney Creek Advisors LLC, based in Southfield, MI, with 12 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, Education Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 169 clients with $48M 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 $500K | 1.75% |
| $500K - $1000K | 1.60% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Fees are negotiable. Retirement plan management fees are different: 1.25% on the first $499,999, 1.10% from $500,000 to $999,999, and 1.00% above $1,000,000.
Fee Estimator
Location
Southfield, MI
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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 is a leased employee of TBT Corp Mgmt Assoc Co to Tabock Co, working as an account executive and accounting manager, which includes tax services and business-related advice as a certified public accountant. He is also a shareholder in Tabock Company, a Michigan for-profit corporation.
Employment History
Current Registrations
Stoney Creek Advisors LLC
Previous Registrations
Executive Wealth Management, LLC
State Registrations1 state
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