Advisor at Acts Financial Advisors
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.
Location
Mclean, VA 22101
Credentials
Series 65
Industry experience
2 years
Mark Eid is a financial advisor at Acts Financial Advisors with a Series 65 credential and two years of industry experience. He has worked at Qualderm Partners since 2020 and was previously employed at VA Dermatology and Skin Surgery Center. Outside of advising, Mark Eid practices as a Mohs micrographic surgeon at Qualderm Partners and co-founded Rich to Wealthy, a personal finance education and entertainment media company. Acts Financial Advisors is a small SEC-registered firm serving individuals, charitable organizations, businesses, and public entities. The firm employs a Modern Portfolio Theory framework using primarily passive index mutual funds and ETFs, while also offering financial planning, investment management, business consulting, and real estate analysis services.
Based on Acts Financial Advisors
Based on Acts Financial Advisors
Based on Acts Financial Advisors
Fixed/project fees for One-Time Financial Planning, Business Planning & Consulting, and Real Estate Analysis services (negotiable, based on scope and complexity)
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $20,000,000: 0.60% $20,000,001 - $50,000,000: 0.55% $50,000,001+: 0.50%
Advisors are licensed insurance agents and may receive commissions from insurance product sales; commissions are not primary compensation and clients can choose whether to purchase such products
$450 per hour for One-Time Financial Planning, Business Planning & Consulting, and Real Estate Analysis services
Minimum fee: $10,800 annually ($900 monthly) minimum fee per client for ongoing financial planning and investment management Fee-only: One-Time Financial Planning, Business Planning & Consulting, and Real Estate Analysis can be charged hourly at $450/hour or fixed/project fees (negotiable)
1390 Chain Bridge Rd #10147
Mclean, VA 22101
Texas · Virginia
Acts Financial Advisors
2023 - Present (3 years)
Qualderm Partners
2020 - Present (6 years)
VA Dermatology and Skin Surgery Center
2012 - 2019 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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