MP
MP

Mark Lloyd Post

9 Years of Experience
4 Disclosures
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
89 clients
Average Client Portfolio
$429K average
Assets Under Management
$38.2M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.50%

The annual fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History (4)
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Employment Separation After Allegations
July 2024
Regulatory
December 2021
Final
Regulatory
April 2021
Final
Employment Separation After Allegations
February 2020
Employment History
Current Registrations
Zero Day Capital Enterprises LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Zero Day Capital Enterprises LLC
June 2024 - October 2024 · 4 mos
Empirikal Partners LLC
May 2020 - July 2024 · 4 yrs 2 mos
Waddell & Reed
August 2017 - March 2020 · 2 yrs 7 mos
Waddell & ReedBroker
August 2016 - March 2020 · 3 yrs 7 mos
State Registrations1 state
OK
Advisor
Exams
No exam information available for this advisor.