Mark Petersen is a registered investment advisor at Crescent Advisor Group, INC., based in Arlington, TX, with 36 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 228 clients with $340M 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 $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1000K | 2.00% |
| $1M+ | 2.00% |
Standard fee schedule shown. Alternative Value Advisor Plus program charges 1.0625% for equities and funds, and 0.60% for debt instruments over $100,000. Fees for accounts over $1 million are negotiable.
Fee Estimator
Location
Arlington, 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 →Employment History
Current Registrations
Crescent Advisor Group, INC.
Crescent Securities Group, INC.
Crescent Securities Group, INC.Broker
Previous Registrations
Green Vista Capital, LLCBroker
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Colorado Financial Service Corporation
Colorado Financial Service CorporationBroker
Emerson Equity LLC
Emerson Equity LLCBroker
Behringer Securities LPBroker
Fs2 Capital Partners, LLCBroker
William Blair Funds Placement Group, L.L.C.Broker
William Blair & Company L.L.C.Broker
William Blair & Company L.L.C.
Jesup & Lamont Securities CORPBroker
Cnl Institutional Advisors, INC.
Cnl Securities CORP.Broker
Equus Securities IncorporatedBroker
Vms Securities, INC.Broker
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.
Exams
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