Mark Pyles is a CFA-designated registered investment advisor at Greenwood Capital Associates, LLC, based in Greenwood, SC, with 4 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 706 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greenwood Capital's standard investment advisory fee is 1% of the value of your portfolio. This fee is negotiable based on factors like the amount invested and the complexity of your situation. There is a minimum quarterly fee of $150. For accounts managed on the Pontera platform (held-away assets), a 40% discount is applied to the standard investment advisory fee.
Location
425 Main Street, Suite 100, Greenwood, SC, 29646-2741
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is the Director of the School of Business Investment Program at the College of Charleston, overseeing student-managed funds and investment education events, spending a few hours per week. He is also a general partner in MKP Consulting, providing general consulting services and educational materials on financial and investment topics, dedicating minimal time.
Employment History
Current Registrations
Greenwood Capital Associates, LLC
State Registrations1 state
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