Beacon Hill Investment Advisory
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $125,000
Minimum client income required: No minimum required
Title: Investment Advisor
Offering advice since: 2008
Areas of expertise:
- Business planning
- Portfolio Management
- Retirement Planning
Further information about Mark Fissel:
Mark Fissel, CFP®, RFC is a principal and cofounder of Beacon Hill Investment Advisory. They are investment managers that provide individuals with institutional-level management. In addition, he has experience in helping business owners develop strategic solutions for today's challenges.
Mark's background has a rich diversity, from engineering at a multi-national company in Germany to managing his family's company and local government involvement. His experience gives him unique insight into strategies for small business regarding liquidity, wealth transfer, and retirement planning. His firm is well suited for individuals seeking institutional-level management and a fee-only (no commissions) arrangement.
In addition, Mark is a CERTIFIED FINANCIAL PLANNER™ professional and earned the Registered Financial Consultant designation. The CFP® and RFC designations can only be obtained by those financial planners who complete a rigorous educational and testing curriculum. In addition; experience, ethics and continuing education requirements must be properly met.
Mark currently serves as an elected official as Councilman. As a member of the Finance Committee, Mark works to establish budgets and monitor and recommend appropriations. In addition, he is a member of the Financial Planning Association. He also has served on a number of Boards including; YMCA, Logan County Chamber of Commerce and Downtown Bellefontaine Partnership.
Prior to launching into his investment role, Mark was an engineer with Siemens Energy & Automation. In his position as an International Delegate for Siemens, Mark and his wife had the opportunity to live and work abroad in Germany. Upon returning to the States, Mark managed and is a partner in his family's retail business and created a company for the acquisition and development of commercial real estate.
Compensation and Fee Structures:
Fees are based on assets under management. No commissions.
Licenses, Certifications & Affiliations:
* CFP® (CERTIFIED FINANCIAL PLANNER™)
* RFC (Registered Financial Consultant)
* FPA member
* Series 65
Bachelors of Science (Engineering), Miami University, 2001
Will provide references upon request?
Further information about Beacon Hill Investment Advisory:
(Size of firm: 0-9 advisors)
Independence - Diligence - Transparency
A boutique investment firm providing institutional-level portfolio management.
A Registered Investment Advisor committed to holding your interests first.
A Fee-Only Investment Advisor which receives no commission on the sale of any products.
We are fiduciaries - and we put it in writing.
Contact Information for Mark Fissel
Phone: (614) 469-4685
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Address for Mark Fissel:
84 South Fourth Street
Columbus, OH, 43215
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