Advisor at Recker Financial LLC
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Firm
Recker Financial LLC
Location
Bay City, MI 48708
Credentials
Series 66
Industry experience
15 years
Mark Recker is the principal of Recker Financial LLC and holds a Series 66 designation with 15 years of industry experience. Prior to founding his firm in 2018, he worked at Hantz Financial Services from 2010 to 2018. He is also a minority owner of Maurer Meat Processors in Ubly, Michigan, where he assists with financial management. Recker Financial serves individual clients, including high-net-worth households, offering discretionary portfolio management and a range of financial planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on passive, asset-allocation portfolios using index funds and ETFs, and provides ongoing comprehensive and hourly planning options.
Based on Recker Financial LLC
Based on Recker Financial LLC
$0 - $100,000: 0.95% $100,001 - $250,000: 0.85% $250,001 - $500,000: 0.65% $500,001 - $1,000,000: 0.60% $1,000,001+: 0.50%
Financial Planning hourly rate of $250 per hour, negotiable
Comprehensive Financial Planning ongoing monthly fee of $50 - $500 based on complexity and client needs, negotiable
Fee-only: Comprehensive Financial Planning: $50 - $500 per month, negotiable; Financial Planning Hourly Fee: $250 per hour, negotiable
122 Uptown Drive, Suite 204
Bay City, MI 48708
Michigan · New York
Recker Financial LLC
2018 - Present (8 years)
Hantz financial services
2010 - 2018 (8 years)
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Lawyer
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Real estate agent
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Other specialized services
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