MG
MG

Mark Govoni

20 Years of Experience
Wellesley, MA
1 Disclosure

Mark Govoni is a registered investment advisor at Empirical Asset Management, LLC, based in Wellesley, MA, with 20 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 434 clients with $470M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
10 advisors
Number of Clients
434 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$467.0M

Fee Structure

Investment management only (planning not offered)

Empirical Asset Management's (EAM) investment management fees range from 0.20% to 2.00% annually, based on the complexity of services, level of assets managed, and the overall relationship with EAM. Fees are paid quarterly, in advance, based on the market value of assets at the end of the prior quarter. Fees may be negotiable at EAM's discretion.

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Location

57 River Street, Suite 301, Wellesley, MA, 02481

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History

Regulatory History (1)
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Customer Dispute
April 1996
Settled
Other Business Activities

Mark is involved with Bagley Pond Perennials, a nursery/farm, since April 2019. He dedicates about 10-20% of his time to this activity, performing labor.

Employment History
Current Registrations
Empirical Asset Management, LLC
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Boston Asset Management, INC.
August 2009 - April 2024 · 14 yrs 8 mos
Columbia Management Advisors, INC.
April 2003 - September 2004 · 1 yr 5 mos
Fleet Investment Advisors INC.
September 2000 - April 2003 · 2 yrs 7 mos
State Registrations1 state
NH
Advisor

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
No exam information available for this advisor.