Mark
Beal
Baer Wealth Management
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About this Advisor
Mark Beal is a financial advisor working in Marietta, Georgia with 8 years of industry experience. Beal currently works for Baer Wealth Management. Their career trajectory has included roles at Baer Wealth Management, Cobank, Acb, Kevmarken, LLC Dba Instead Of Flowers and Lmb Home Advisors, LLC. Beal has a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Florida and Georgia. Baer Wealth Management is a registered investment company headquartered in Marietta, GA. It administers $236 million in assets under management across its 622 client accounts, placing it among the mid-sized firms in the country by assets under management. The firm advises two charities and foundations. Of its 622 client accounts, 54% are held by high-net-worth individuals who have at least $1 million in assets. Baer Wealth Management provides portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on the services offered. However, fees billed by Baer Wealth Management likely consist of some combination of asset-based and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Baer Wealth Management Brokerage Details
$236,249,000
4
622
$379,822
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Mark Beal Work History
Mark has been registered as a financial advisor for 8 years.*
Kevmarken, LLC Dba Instead Of Flowers
Lmb Home Advisors, LLC
Baer Wealth Management
Cobank, Acb
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Beal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Baer Wealth Management
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
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