Mark Magee
Advisor at intrua Financial
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
intrua Financial
Location
Houston, TX 77098
Credentials
Series 63, Series 66
Industry experience
22 years
About
Mark Magee is a financial advisor at intrua Financial with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with intrua Financial and LPL Financial since 2016. Outside of his advisory role, he is involved with Wrinkle Gardner and Company as part of a CPA affiliate program. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multifaceted investment process that includes fundamental analysis, modern portfolio theory, and technical analysis to create customized asset allocations and offers both discretionary and non-discretionary management through various platforms and third-party managers.
Client services
Based on intrua Financial
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on intrua Financial
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Wealth management
Fee options
Comprehensive financial plans for fixed fees ranging from $250 to $35,000 (negotiable); annual flat fees for ongoing financial planning (negotiable, prorated).
Up to 2.50% annually (negotiable)
Insurance commissions earned by licensed insurance agents affiliated with the firm.
Up to $250 per hour for financial planning and qualified retirement plan advisory services (negotiable).
Account minimum: $10,000 Fee-only: Asset management fees charged monthly or quarterly in arrears, prorated; financial planning fixed fees $250 to $35,000 (negotiable); hourly fees up to $250.
Location
3737 Buffalo Speedway, Suite 400
Houston, TX 77098
Most active in
Mark M has reported serving >5 clients in these states in the last 12 months.
Alabama · Texas · Washington
Work history
intrua Financial
2016 - Present (10 years)
LPL Financial, llc
2016 - Present (10 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 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.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
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.
-
Lawyer
They provide legal services, typically billed separately.
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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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