Advisor at American Money Management, LLC
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
American Money Management, LLC
Location
Rancho Santa Fe, CA 92067
Credentials
Series 63, Series 65
Industry experience
22 years
Mark Myers is a financial advisor with American Money Management, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at American Money Management since 2019 and previously held roles at Credit Union Financial Solutions and Horter Investment Management. Outside of his advisory role, he owns Myers Financial Services, where he acts as a life insurance agent specializing in fixed and fixed-indexed annuities. American Money Management, LLC is a multi-office team firm managing several hundred million dollars for individuals, pension plans, trusts, and corporations. The firm offers discretionary portfolio management with tailored asset-allocation strategies and incorporates fundamental, cyclical, economic, and technical analysis, as well as alternative investments, into its investment process.
Based on American Money Management, LLC
Based on American Money Management, LLC
Fixed fees for financial planning services, typically $2,500 - $5,000
0.10% to 1.50% annually (negotiable based on size and complexity)
Hourly charges may apply for financial planning in non-asset management or complex situations
Performance-based fees negotiated on a case-by-case basis with qualified clients
Account minimum: $100,000 Fee-only: Financial planning fees typically range between $2,500 - $5,000; may be fixed fee and/or hourly charges
14249 Rancho Santa Fe Farms Road
Rancho Santa Fe, CA 92067
Arizona · California · Texas
American Money Management, LLC
2019 - Present (7 years)
Credit Union Financial Solutions
2013 - 2019 (6 years)
Horter Investment Management, LLC
2013 - 2019 (6 years)
Myers Financial Services
2009 - Present (17 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.
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Series 63, Series 66
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Spirit Global Investment Advisors, LLC
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