Advisor at My Financial Coach, LLC
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Firm
My Financial Coach, LLC
Location
Midland, MI 48642
Credentials
Series 66
Industry experience
14 years
Mark Fetterolf is a financial advisor at My Financial Coach, LLC in Midland, MI, with 14 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2018. Outside of advising, he is a licensed insurance agent. My Financial Coach, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory, offering continuous portfolio management and standalone planning with a focus on documented client risk tolerances and time horizons.
Based on My Financial Coach, LLC
Negotiated fixed fee for financial planning between $0 and $10,000.
$1 - $1,000,000: 0.95% $1,000,001+: 0.85%
Between $0 and $400 per hour for financial planning services.
20% performance fee on capital appreciation for qualified clients, in addition to 0.85% AUM fee.
Fee-only: Negotiated fixed financial planning fees between $0 and $10,000; hourly financial planning fees between $0 and $400 per hour.
3320 Ridgecrest Road, Suite 300
Midland, MI 48642
Hawaii · Michigan
My Financial Coach, LLC
2018 - Present (8 years)
My Financial Coach, LLC
2018 - Present (8 years)
Ameriprise Financial Services, Inc.
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
CFP®, Series 63
Freeland, MI
Reitz Capital Advisors LLC
CFA®, ChFC®, Series 63, Series 65
Midland, MI
Ferris Financial Services, L.L.C.
Series 65
Midland, MI
My Financial Coach, LLC
ChFC®
Midland, MI
RFM Financial Solutions, LLC
Series 65
Midland, MI
Great Lakes Investment Advisors Inc.
ChFC®, Series 63
Bay City, MI
Professional Analysts, LLC
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