Mark Folgmann
Advisor at ARK Advisors, LLC
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.
Firm
ARK Advisors, LLC
Location
Traverse City, MI 49686
Credentials
ChFC®, Series 63
Industry experience
15 years
About
Mark Folgmann is a financial advisor at ARK Advisors, LLC with 15 years of industry experience. He holds the ChFC® designation and Series 63 license and has been with ARK Advisors since 2005. ARK Advisors, LLC is a fee-only, holistic financial planning firm serving individuals, families, and pension plan sponsors. The firm emphasizes a passive, long-term investment approach using low-cost, tax-efficient index funds and ETFs, and offers a range of financial planning and portfolio management services on both non-discretionary and discretionary bases.
Client services
Based on ARK Advisors, LLC
Financial planning
Portfolio management
Pension consulting
Expertise
Based on ARK Advisors, LLC
General retirement planning
General tax planning
Wealth management
College savings (529s, UTMA, etc.)
Fee options
Second Opinion X-Ray flat fee of $2,000; Encompass Retainer initial year charged at 200% of renewal retainer.
$0 - <$1,000,000: Quarterly fee $1,000 $1,000,000 - $1,999,999: Quarterly fee $1,500 $2,000,000 - $2,999,999: Quarterly fee $2,000 $3,000,000 - $4,999,000: Quarterly fee $2,500 $5,000,000+: Quarterly fee $3,000
Minimum fee: Minimum quarterly fee of $2,500 for pension consulting and 3(38) services Fee-only: Flat fee financial planning; e.g., $2,000 for Second Opinion X-Ray, Encompass Retainer fees based on net worth tiers paid quarterly in advance.
Location
1010 S. Garfield Avenue, Suite 409
Traverse City, MI 49686
Most active in
Mark F has reported serving >5 clients in these states in the last 12 months.
Michigan
Work history
ARK Advisors, LLC
2005 - Present (21 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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Series 65
Traverse City, MI
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Neil W
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CFP®, Series 63
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46 and 2 Investment Advisors, LLC
Randall K
Series 63, Series 65
Williamsburg, MI
I Am, Inc.
Erik F
CFP®, CFA®
Traverse City, MI
Falconer Group
Daniel O
Series 63, Series 65
Cedar, MI
Wealth Management Partners LLC
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