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Investmark Advisory Group LLC
SEC-regulated
Registered investment advisor
Investmark Advisory Group LLC is an investment advisory firm offering customized services tailored to individual needs. The firm was established in November 2016, transitioning from Investmark Advisory Services, Inc., which started in November 1990. Investmark offers asset management programs, financial planning, and investment services. Advisory representatives are registered representatives with a broker/dealer, allowing them to recommend and execute transactions, potentially earning commissions up to 7% on invested assets. Investmark's fee structure includes an Annual Advisor Fee and a Program Fee based on account value. The firm manages client assets on a discretionary basis, offering various model strategies like fixed income, balanced, and equity portfolios. Investmark Advisory Group does not vote client securities and does not maintain physical custody of client funds. The firm discloses potential conflicts of interest
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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