Mark A Kanakaris
Advisor at Kanakaris and Associates — Woodstock, GA
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.
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.
Credentials
Series 65
Experience Industry experience
13 years
Location
Woodstock, GA 30188
Kanakaris and Associates
Independent
Total advisors
1Clients per advisor
62 Very HighAvg AUM per client
$121,261 Very LowHNW client ratio
0% LowMark Kanakaris is the principal advisor at Kanakaris and Associates in Woodstock, GA, holding a Series 65 credential with 13 years of industry experience. He founded Kanakaris and Associates in 2016 and previously worked at Royal Fund Management, LLC. In addition to his advisory role, he is involved in life, annuity, health, and disability insurance sales, as well as tax planning and preparation through Cherokee Tax Group. Kanakaris and Associates is a registered investment adviser managing approximately $7.5 million in discretionary assets for around 62 individual clients. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing a quantitative, rules-based investment approach with model portfolios that include strategies such as covered-call writing and sector momentum analysis.
Based on Kanakaris and Associates
Based on Kanakaris and Associates
$1,000 fixed fee for financial planning services, negotiable; $500 due in advance
Below $100,000 - $100,000: 2.00% $100,001 - $750,000: 1.50% Above $750,001+: 1.25% Any assets under Income & Growth Model+: 3.0%
$190 per hour for financial consulting services, negotiable
Account minimum: $50,000
Woodstock, GA
222 Creekstone Ridge
Woodstock GA 30188
Advisors at this office
1
Georgia
13 years of industry experience
Kanakaris and Associates
2016 - Present • 10 years
Woodstock, GA
Royal Fund Management, LLC
2013 - 2017 • 4 years
Canton, GA
Mark Kanakaris
2008 - Present • 18 years
Canton, GA
Cherokee Tax Group
2008 - Present • 18 years
Canton, GA
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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