Mark Zielinski
Mark Zielinski is a registered investment advisor at Fiduciary Architects LLC, based in Newport Beach, CA, with 41 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7 clients with $1.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiduciary Architects charges a percentage of the value of your portfolio, ranging from 1% to 2% per year. The exact fee is specified in your agreement. A minimum asset level of $250,000 is typically required, but this may be waived at the firm's discretion. If a sub-advisor is used, their fees will be charged directly to you, ranging from 0.05% to 1.50%, but the combined fees will not exceed 2%.
Location
3416 Via Lido Suite G, Newport Beach, CA, 92663
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
December 2016Customer Dispute
January 2000Other Business Activities
Mark operates Zielinski & Associates as a DBA for consulting and recruiting. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Fiduciary Architects LLC
Previous Registrations
Balboa Wealth Partners, INC.
Sandlapper Wealth Management, LLC
Sandlapper Securities, LLCBroker
Wells Fargo AdvisorsBroker
Wells Fargo Advisors
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
Piper Jaffray & CO.
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Unified Securities CorporationBroker
State Registrations2 states
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.