Mark Coffey is a CFP-designated registered investment advisor at Summit Financial Strategies INC, based in Columbus, OH, with 25 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 1,026 clients with $2.3B 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 $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $4.0M | 0.45% |
| $4.0M - $5.0M | 0.35% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fee Estimator
Contact
Mark Coffey
Location
4111 Worth Ave., #510, Columbus, OH, 43219-3599
Get directionsHistory
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 managing member of 644 Pearl LLC, a rental real estate business, since 2011. He spends minimal time collecting rent and paying the mortgage.
Employment History
Current Registrations
Summit Financial Strategies INC
Previous Registrations
John E. Sestina and Company
State Registrations1 state
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