Advisor at William Joseph Capital Management, Inc.
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
William Joseph Capital Management, Inc.
Location
Fort Myers, FL
Credentials
Series 63, Series 65
Industry experience
19 years
Mark Lablance is a financial advisor with William Joseph Capital Management, Inc. in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at M1 Capital Management and operates LaBlance Financial Group, LLC. In addition to his advisory work, he provides tax preparation services as an enrolled agent during tax season. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers integrated wealth management services combining financial planning and portfolio management, utilizing both proprietary strategies and third-party sub-advisors through the AssetMark platform.
Based on William Joseph Capital Management, Inc.
Fixed fees for comprehensive financial plans or specific analyses, disclosed in Financial Planning Agreement
$0+: 0.60% N/A+: 1.35%
Negotiable hourly rates disclosed in Financial Planning Agreement
Fort Myers, FL
Florida
William Joseph Capital Management, Inc.
2024 - Present (2 years)
LaBlance Financial Group, LLC
2020 - Present (6 years)
M1 Capital Management
2015 - 2020 (5 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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.
Series 63, Series 66
Ft. Myers, FL
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Series 65
Fort Myers, FL
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Series 66
Fort Myers, FL
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