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Mark Edward Mccoy

18 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
10 clients
Average Client Portfolio
$69.3M average
Assets Under Management
$692.5M

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
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Location

Five Concourse Parkway, Suite 3000, Atlanta, GA, 30328

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

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
July 2007 - Present · 18 yrs 7 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.
Mark Edward Mccoy - Financial Advisor | TrueAdvisor