Mark Monreal
Mark Monreal is a CFP-designated registered investment advisor at Mark Monreal & Associates, based in Austin, TX, with 10 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, Insurance Planning, and 3 more. Their firm serves 21 clients with $2.5M 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 $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
The fee schedule is inclusive of investment advisory services and brokerage commissions.
Fee Estimator
Location
Austin, TX
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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 ActivitiesSells Insurance
Mark is a sales representative for Monarch Realty, LLC, assisting with real estate transactions. He is also the principal of Mark Monreal & Associate, providing business and financial consulting, mortgage brokerage, insurance sales, and tax preparation, and serves as President/CFO of The Monreal Foundation.
Employment History
Current Registrations
Mark Monreal & Associates
Previous Registrations
Financial Network Investment Corporation
State Registrations1 state
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.