Mark Bova is a CFP-designated registered investment advisor at Lenity Financial, INC., based in Geneva, IL, with 19 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 62 clients with $87M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.40% |
Fee Estimator
Contact
Mark Bova
Location
25 North River Lane, Suite 1157, Geneva, IL, 60134
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 partner in Simply Better Choices, LLC, a health and wellbeing blog, since 2016. He does not actively participate in this company and spends minimal time on it.
Employment History
Current Registrations
Lenity Financial, INC.
Previous Registrations
Guggenheim Investments
Morgan Stanley & CO., Incorporated
Fifth Third Securities, INC.
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Lisa Conrath-Bova and Mark Bova are the co-founders (wife/husband team) with more than 50 years combined experience collaborating with entrepreneurs, professionals, and business owners to create an environment where you and your family can more easily achieve a financially sustainable and healthful lifestyle. Located at 724 West State Street, Suite A in Geneva, they are compassionate and knowledgeable wealth managers whose process is rooted in financial planning. They can be reached at 630.948.3330, info@lenityfinancial.com, and www.lenityfinancial.com.