Mark Callahan is a registered investment advisor at Aptus Capital Advisors, LLC, based in Fairhope, AL, with 20 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,347 clients with $9.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aptus Capital Advisors typically starts its fees at 0.50% of the value of your portfolio for investment management services. However, Aptus may adjust or negotiate these fees if they deem it appropriate. The management fee is calculated and billed monthly or quarterly, based on the total market value of the assets under management.
Location
314 Magnolia Avenue, Suite 200, Fairhope, AL, 36532
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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 →Employment History
Current Registrations
Aptus Capital Advisors, LLC
Previous Registrations
Esposito Securities, LLCBroker
Capital Institutional Services, INC.Broker
Vtrader Pro, LLCBroker
Capital Institutional Services, INC.Broker
Fam Distributors, INC.Broker
Merrill Lynch Investment Managers LP
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.