Mark Roberts is a CFA-designated registered investment advisor at Ironsides Asset Advisors, LLC, based in Rocky Mount, NC, 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 Estate Planning, Investment Management, Retirement Planning. Their firm serves 39 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.85% |
| $10M+ | 0.70% |
Minimum portfolio value is generally $5,000,000. Minimum annual fee is $42,500. Ironsides may negotiate special fee arrangements.
Fee Estimator
Location
511 Tarrytown Center, Rocky Mount, NC, 27804
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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 Senior Vice President of Tuscarora Company, LLC, which rents office space and is involved in private investments. Tuscarora also provides administrative services to Ironsides.
Employment History
Current Registrations
Ironsides Asset Advisors, LLC
State Registrations1 state
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