Mark Comyns is a registered investment advisor at Independence Square Holdings, LLC, based in Berwyn, PA, with 43 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,648 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Independence Square Advisors charges a fee based on the value of your investments. The exact percentage depends on the specific agreement you make with them, up to a maximum of 2.50% per year. This fee covers the management of your investment portfolio. The fee is calculated based on the value of your account on the last business day of the prior billing period. Fees are generally negotiable.
Location
Berwyn, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is involved in several investment-related activities, including real estate rentals, acting as a trustee, and operating Independence Square Holdings, LLC as a Registered Investment Advisor. He dedicates a full-time commitment to Independence Square Advisors and Holdings.
Employment History
Current Registrations
Independence Square Holdings, LLC
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
Fsc Securities Corporation
The Wharton Advisory Group, LLC
Wharton Capital Group, LLC
Princor Financial Services CorporationBroker
Fsc Securities CorporationBroker
Capital Analysts, IncorporatedBroker
State Registrations13 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.