MA
MA

Mark David Aigner

30 Years of Experience
3 DisclosuresBroker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
692 clients
Average Client Portfolio
$431K average
Assets Under Management
$297.9M

Fee Structure

Minimum Investment:$100K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.20%
$500K - $1.0M1.90%
$1.0M - $4.0M1.60%
$4.0M - $5.0M1.30%
$5M+1.20%

Fees/Commissions are negotiable with each Advisory Client. SCM will accept accounts below dollar minimum at its discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Suttons Bay, MI

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2013
Customer Dispute
December 2007
Closed-No Action
Customer Dispute
April 2007
Settled
Employment History
Current Registrations
Saxony Capital Management, LLC
January 2025 - Present · 1 yr 1 mo
Saxony Securities, INC.
June 2013 - Present · 12 yrs 8 mos
Saxony Securities, INC.Broker
June 2013 - Present · 12 yrs 8 mos
Previous Registrations
Saxony Capital Management, LLC
July 2013 - December 2024 · 11 yrs 5 mos
Wells Fargo Advisors, LLC
January 2008 - May 2013 · 5 yrs 4 mos
Wells Fargo Advisors, LLCBroker
January 2008 - May 2013 · 5 yrs 4 mos
A. G. Edwards & Sons, INC.
September 2002 - January 2008 · 5 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
January 1996 - January 2008 · 12 yrs
Citicorp Investment ServicesBroker
August 1995 - January 1996 · 5 mos
State Registrations10 states
AZCAFLILINKYMAMINCNM
AdvisorBrokerBoth
Exams
No exam information available for this advisor.