Mark Berube
Mark Berube is a ChFC-designated registered investment advisor at Patriot Advisory Group, based in La Quinta, CA, with 24 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, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 116 clients with $23M 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 $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
Location
La Quinta, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 1994Other 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
Previous Registrations
Commonwealth Financial Network
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.
Exams
More Advisors
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