Mark Anthony Berube

ChFC

23 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Patriot Advisory Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

86 clients

Average Client Portfolio

$302K average

Assets Under Management

$26.0M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $100K	1.75%
$100K - $500K	1.50%
$500K - $1.0M	1.25%
$1M+	1.00%

House-holding is permitted and fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

La Quinta, CA

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 1994

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Mark is a licensed health and life insurance agent and may receive compensation for insurance products purchased through him.

Employment History

Current Registrations

Patriot Advisory Group

October 2002 - Present · 23 yrs 4 mos

Previous Registrations

Commonwealth Financial Network

April 2002 - April 2005 · 3 yrs

State Registrations2 states

NHTX

Advisor

Exams

No exam information available for this advisor.