Advisor at NC Money Management, Inc.
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Firm
NC Money Management, Inc.
Location
Raleigh, NC 27609
Credentials
CFP®
Industry experience
23 years
Mark Vitek is a CFP® professional with 23 years of experience in financial advising. He has been the principal of NC Money Management, Inc. since 1996 and also manages his own CPA firm, Mark Vitek, CPA, PA, which he founded in 1982. He divides his time between his CPA practice and his advisory business. NC Money Management, Inc. serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses with discretionary portfolio management and financial planning. The firm integrates fundamental, technical, and charting analysis to tailor investment strategies and is notable for its affiliation with the principal’s CPA practice, providing tax-preparation support and consulting services uncommon among independent advisors.
Based on NC Money Management, Inc.
Financial Planning Services flat fees based on estimated time at $450/hour
$500,000+: 1% per year (charged quarterly at 0.25% per quarter) $250,000 - $499,999: $1,250 per quarter (flat quarterly fee) $1 - $249,999: 1% per year (charged quarterly at 0.25% per quarter)
Financial Planning Services at $450 per hour
Account minimum: $500,000 Minimum fee: $1,250 per quarter for accounts between $250,000 and $499,999; smaller accounts may be subject to a minimum annual fee Fee-only: Financial Planning Services charged at $450 per hour or flat fee determined by estimated time multiplied by $450/hour
212 West Millbrook Road
Raleigh, NC 27609
North Carolina
N.C. Money Management, Inc.
1996 - Present (30 years)
Mark Vitek, CPA, PA
1982 - Present (44 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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