Mark Reffett is a registered investment advisor at Epg Wealth Management LLC, based in Atlanta, GA, with 13 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 1,194 clients with $580M 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 $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Location
309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA, 30305
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2020Other Business Activities
Mark owns Stratford Capital LLC and RCM Capital LLC, both DBAs and not investment-related. He dedicates minimal time to these activities.
Employment History
Current Registrations
Epg Wealth Management LLC
Arkadios CapitalBroker
Previous Registrations
Acg Wealth INC.
Triad Advisors, INC.Broker
Investacorp, INC.Broker
State Registrations20 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.