Mark Baran is a registered investment advisor at Mcdermott Investment Advisors, LLC, based in Naples, FL, with 37 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 709 clients with $210M 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 | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable, especially for accounts over $2.5 million. Individual accounts established by several members of the same family/household may be aggregated and given a reduced rate.
Fee Estimator
Location
780 Fifth Avenue South, Suite 200, Naples, FL, 34102
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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 →Other Business Activities
Mark is a registered representative of McDermott Investment Services, LLC. He also operates NL1031 as a DBA to market his services for 1031 Exchanges and Opportunity Zone Funds.
Employment History
Current Registrations
Mcdermott Investment Advisors, LLC
Mcdermott Investment Services, LLC
Mcdermott Investment Services, LLCBroker
Previous Registrations
Woodbury Financial Services, INC.Broker
Silber Bennett Financial, INC.Broker
Third Seven Capital LLCBroker
Edi Financial, INC.Broker
Allied Beacon Partners, INC.Broker
American Beacon Partners, INC.Broker
Andrews Securities, LLCBroker
Andrew Garrett INC.Broker
Andrew Garrett, INC.
Neuberger Berman, LLC
Neuberger Berman, LLCBroker
Watson Securities CORPBroker
Spencer Trask Ventures, INC.Broker
Pilgrim Securities, INC.Broker
Nicholas-Applegate Securities (a California Limited Partnership)Broker
MML Distributors, LLCBroker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
John Hancock Funds, INC.Broker
Transamerica Fund Distributors, INC.Broker
State Street Research Investment Services, INC.Broker
Boston Capital Services,inc.Broker
Kemper Financial Services, INC.Broker
Continental Equities Corporation of AmericaBroker
Jmb Securities CorporationBroker
Integrated Resources Equity CorporationBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations8 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.