Mark Collinsworth is a registered investment advisor at Global Investment Advisory, based in Collierville, TN, with 23 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. Their firm serves 57 clients with $21M 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 $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Fees may be negotiable.
Fee Estimator
Location
Collierville, TN
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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 ActivitiesSells Insurance
Mark is the CEO of Vere Global Insurance Group, LLC, an insurance agency, and spends minimal time on administration and oversight. He also serves as Chief Executive Investment Officer for Gjallarhorn Capital Inc and Senior Portfolio Manager for Mimir's Well LP, both incubator hedge funds, dedicating a few hours per week to each.
Employment History
Current Registrations
Global Investment Advisory
Previous Registrations
Argentus Advisors, LLC
Oakview Capital Management, L.P.
Vere Global Wealth Management
Stanford Group Company
State Registrations2 states
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.