Unclaimed
Mark Higgins is a financial advisor with over 10 years of experience in the industry. He is a Certified Financial Planner™ and a Chartered Financial Analyst and has a strong background in financial planning, portfolio management, and investment strategies. Mark currently works with Index Fund Advisors, Inc., where he specializes in providing personalized financial advice to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Mark is also the author of "Investing in U.S. Financial History: Understanding the Past to Forecast the Future," which is copyrighted by his own company, Enlightened Investor, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OR
08/21/2023 - Present
Index Fund Advisors, Inc. (Portland OR)
Active
Inactive
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