Mark Mccoy is a registered investment advisor at Retirement Fund Management, based in Atlanta, GA, with 18 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 10 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RFM provides investment management advice to a limited number of individuals with IRA portfolios. Fees for individuals are negotiated and can be charged as a percentage of the managed assets, or on an hourly or fixed fee basis.
Location
Five Concourse Parkway, Suite 3000, Atlanta, GA, 30328
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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.
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Mark is a Managing Director-Southeast at Fiduciary Plan Governance since 2013, spending minimal time. The firm reviews and assesses fiduciary practices for retirement plan committees.
Employment History
Current Registrations
Retirement Fund Management
State Registrations1 state
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