Mark Sievers is a CFP-designated registered investment advisor at Epsilon Financial Group, INC., based in Fairfield, CA, with 23 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, Insurance Planning, and 3 more. Their firm serves 434 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The quarterly fee is a maximum of 0.50% annually of the value of the assets managed. Fees are negotiable depending on the size of the account.
Fee Estimator
Location
2801 Waterman Blvd. Suite 250, Fairfield, CA, 94534
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mark is the owner of Il Fiorello Olive Oil Company since 2007. This takes about 10-20% of his time.
Employment History
Current Registrations
Epsilon Financial Group, INC.
State Registrations7 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.
Exams
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