Mark Dyer
Advisor at Mechfi
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Mark Dyer is a financial advisor at Mechanical Financial in Sacramento, CA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones, J.P. Morgan Securities, Merrill Lynch, Bank of America, Lumity, Comerica Securities, and Motif. Outside of advising, he has a 25% ownership interest in Mary's Mobile Kitchen, a restaurant business, where he contributes marketing materials. Mechanical Financial is an independent investment adviser providing discretionary portfolio management and financial planning primarily for individual clients, as well as pension plans, trusts, and small businesses. The firm employs a Modern Portfolio Theory approach to build diversified portfolios and offers educational content, seminars, and retirement plan consulting tailored to client needs.
Client services
Based on Mechfi
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Expertise
Based on Mechfi
Retirement income strategy
Income planning
Tax-loss harvesting
Real estate investing
Fee options
Retirement plan consulting services charged fixed fees ranging from $1,500 to $5,000 annually depending on plan size; flat fee of $10/month for accounts $30,000 and below for investment management
$0 - $30,000: $10 per month flat fee $30,001 - $100,000: 1.00% annually (100 basis points) $100,001 - $250,000: 0.85% annually (85 basis points) $250,001 - $500,000: 0.70% annually (70 basis points) $500,001 - $1,000,000: 0.60% annually (60 basis points) $1,000,001+: Negotiable
Account minimum: No minimum account size or minimum annual fee requirement Minimum fee: $120 per year minimum fee for investment management; $300 per year minimum fee for financial planning
Location
Sacramento, CA
Most active in
Mark D has reported serving >5 clients in these states in the last 12 months.
California
Work history
Mechanical Financial
2022 - Present (4 years)
Edward Jones
2021 - 2022 (1 year)
J.P. Morgan Securities
2021 - 2021 (1 year)
Merrill
2019 - 2021 (2 years)
Bank of America Corp
2019 - 2021 (2 years)
Lumity, Inc.
2018 - 2019 (1 year)
Comerica Securities
2017 - 2018 (1 year)
Motif
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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