Mark Lavallee
Mark Lavallee is a CFP-designated registered investment advisor at Financial Independence, LLC, based in Warwick, RI, with 16 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 279 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Independence, LLC uses the AssetMark Platform for investment management. You'll pay a Financial Advisor fee, typically between 0.50% and 1.00% of your investments, in addition to AssetMark's Platform fee. AssetMark's fee covers advisory services and custodial/brokerage services. The total cost depends on the specific investment program chosen. Fees are negotiable.
Location
931 Jefferson Blvd., Suite 2005, Warwick, RI, 02886
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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 an employee of Digital Federal Credit Union and sells fixed life insurance under the DBA DCU Financial.
Employment History
Current Registrations
Financial Independence, LLC
Previous Registrations
LPL Financial Corporation
Financial Network Investment Corporation
State Registrations5 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.