Mark Robare
Mark Robare is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Houston, TX, with 38 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Two Chasewood, 20405 State Highway 249, Suite 350, Houston, TX, 77070
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2020Customer Dispute
March 2020Regulatory
September 2014Other Business ActivitiesSells Insurance
Mark is a partner at The Robare Group, an RIA, dedicating about half of his time to asset management. He also recommends fixed annuities, life insurance, and long-term care products to clients as needed, spending a few hours per week on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Robare & Jones Wealth Management
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations20 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.