Advisor at Navy Federal Investment Services, LLC
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Firm
Navy Federal Investment Services, LLC
Location
Vienna, VA 22180
Credentials
Series 66
Industry experience
19 years
Mark Estep is a financial advisor at Navy Federal Investment Services, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked within various Navy Federal entities since 2006, including Navy Federal Asset Management and Navy Federal Financial Group. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides a range of investment advisory and brokerage services tailored to a membership retail client base.
Based on Navy Federal Investment Services, LLC
Based on Navy Federal Investment Services, LLC
Digital Investor Automated Portfolios product: fixed fee $3.50 per month.
$0 - $250,000: Total fees range from approximately 0.75% to 1.35% depending on the third-party portfolio manager and program $250,000 - $500,000: Approximately 0.68% to 1.15% total fees depending on manager $500,000 - $1,000,000: Approximately 0.50% to 0.95% total fees depending on manager $1,000,000 - $2,000,000: Approximately 0.50% to 0.84% total fees depending on manager $2,000,000+: Approximately 0.50% to 0.90% total fees depending on manager
Clients may also engage IARs as registered representatives of the broker-dealer to purchase commission-based securities products separately from advisory services.
Account minimum: $50,000 to $1,000,000 depending on program and third-party portfolio manager (e.g., $50,000 for most programs, $150,000 for UMA, $1,000,000 for Private Wealth Consulting) Minimum fee: Minimum annual platform fees: $50 for SMA and UMA accounts, $25 for Fund Strategist Portfolios; initial account minimums typically $50,000 to $1,000,000
1007 Electric Ave
Vienna, VA 22180
Virginia
Navy Federal Credit Union
2023 - 2024 (1 year)
Navy Federal Investment Services, LLC
2017 - Present (9 years)
Navy Federal Asset Management, Llc
2007 - 2017 (10 years)
Navy Federal Financial Group, LLC
2006 - Present (20 years)
Navy Federal Investment Services, LLC
2006 - Present (20 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:
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.
Is not active or affiliated with:
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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