Mark Scionti
Mark Scionti is a registered investment advisor at M3 Advisory Group, LLC, based in Needham Heights, MA, with 13 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 341 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 $5.0M | 0.65% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees may be negotiable at the sole discretion of the Advisor. Certain legacy Clients may have fees that are charged in advance or based on a different fee methodology. Relationships with multiple goals and objectives and other complexities may be charged a higher fee.
Fee Estimator
Location
60 Kendrick Street, Suite 203, Needham Heights, MA, 02494
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2002Other Business ActivitiesSells Insurance
Mark is an independent insurance agent licensed since 2002, selling disability, fixed annuities, life/accident/health, long-term care, and group health insurance. This activity takes about 10-20% of his time.
Employment History
Current Registrations
M3 Advisory Group, LLC
Previous Registrations
Integrated Wealth Concepts LLC
M3 Advisory Group, LLC
M3 Wealth Advisors, LLC
M3 Advisory Group, LLC
State Registrations2 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.