Mark Cohen
Mark Cohen is a registered investment advisor at Castleview Partners, LLC, based in Boca Raton, FL, with 39 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 495 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Location
Boca Raton, FL
Get directionsHistory
Regulatory History (1)
Regulatory
November 2002Other Business ActivitiesSells Insurance
Mark is a licensed independent insurance agent since 2015, completing about ten insurance transactions per year. This activity requires minimal time commitment.
Employment History
Current Registrations
Castleview Partners, LLC
Previous Registrations
Bridge Asset Management, INC.
Avatar Securities, LLCBroker
Victory Investment Advisers. INC.
Peak Brokerage Services, LLCBroker
Blackridge Asset Management, LLC
Victory Investment Advisers INC.
Tradespot Markets INC.Broker
Broadway Direct Investments, LLCBroker
Lightspeed Trading, LLCBroker
Oak Tree Capital Advisers, INC.
Activa Capital Markets, INC.Broker
Crown Financial Associates, INC.Broker
Oppenheimer & CO., INC.Broker
E. F. Hutton & Company INCBroker
Shearson Lehman/american Express INC.Broker
Moore & Schley, Cameron & CO.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.