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Markus Bates

Bates Real Estate AND Financial Advisory Services

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About Markus Bates

Markus Bates is an investment advisor representative who is registered with the state of Florida. Markus is currently affiliated with Bates Real Estate And Financial Advisory Services. Markus has been in the industry for more than 10 years and has experience in providing financial planning and investment management services. Markus is also a registered real estate agent and provides real estate services to clients. Markus is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Markus Bates is currently registered with Bates Real Estate AND Financial Advisory Services. Bates Real Estate AND Financial Advisory Services is an investment advisor based in [City, State]. They manage $928,000 in assets for 2 clients. Their services include financial planning, portfolio management for individuals, and real estate services.

$928,000

Assets Under Management

2

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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real estate - suncoast

Real estate - suncoast

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Markus Bates’s Registration & Firm History

FL

01/01/2025 - Present

Bates Real Estate AND Financial Advisory Services (Sarasota FL)

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Licenses & Designations

IA

Issued 02/08/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Markus Bates.
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