Mark Hull
Mark Hull is a CFP-designated registered investment advisor at Mission Hills Financial Advisory LLC, based in San Diego, CA, with 42 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, High Net Worth, Investment Management, and 2 more. Their firm serves 335 clients with $210M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.75% |
| $5.0M - $6.0M | 0.70% |
| $6.0M - $7.0M | 0.65% |
| $7.0M - $8.0M | 0.60% |
| $8.0M - $9.0M | 0.55% |
| $9.0M - $10.0M | 0.50% |
| $10.0M - $11.0M | 0.45% |
| $11M+ | 0.45% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
1633 West Lewis St, San Diego, CA, 92103
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2015Customer Dispute
March 2011Regulatory
July 2005Other Business ActivitiesSells Insurance
Mark is an independent insurance agent selling non-variable insurance since 2008 and a managing member of West Lewis Properties LLC, dealing with real estate since 2002. He also owns Mission Hills Financial, a DBA for marketing, and is the president of Mission Hills Financial Advisory, LLC, both registered investment advisors.
Employment History
Current Registrations
Mission Hills Financial Advisory LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Mission Hills Financial
LPL Financial LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
The Planners Network, INC.
National Planning CorporationBroker
Pim Financial Services, INC.Broker
Waddell & Reed, INC.Broker
Waddell & Reed, INC.Broker
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.