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Mark Steven Mccall

6 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
183 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$192.2M

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $4.0M0.90%
$4.0M - $6.0M0.75%
$6M+0.75%

Fees negotiable above $6,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$1,000
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Location

538 Valley Brook Road, Suite 100, Venetia, PA, 15367

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Mark is a partner and accountant at McCall Scanlon & Tice, LLC, a public accounting firm, since 2008. This activity takes nearly full-time, as he provides auditing, accounting, and tax services.

Employment History
Current Registrations
Valley Brook Capital Group
February 2019 - Present · 7 yrs
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.