Mark Reeves is a CFP-designated registered investment advisor at Box Financial Advisors, LLC, based in Grapevine, TX, with 34 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 235 clients with $97M 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 $100K | 1.00% |
| $100K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.55% |
Fees are negotiable. BFA recommends clients have at least $500,000 of assets under their management to best leverage their services. When clients use both investment management and financial planning services, a minimum fee of $2,500 will apply.
Fee Estimator
Location
1600 W Northwest Hwy, Suite 300, Grapevine, TX, 76051
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Regulatory History (3)
Financial
February 2022Financial
January 2022Financial
January 2022Employment History
Current Registrations
Box Financial Advisors, LLC
Previous Registrations
Cornerstone Financial Services, INC.
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Aig Financial Advisors, INC.Broker
Summit Financial Group
Sunamerica Securities, INC.Broker
Allmerica Investments, INC.Broker
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.