Mark Geschwind
Mark Geschwind is a ChFC-designated registered investment advisor at Centaurus Financial, INC., based in Boynton Beach, FL, with 39 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.
Fee Estimator
Location
Boynton Beach, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 1998Other Business ActivitiesSells Insurance
Mark is the president of Complete Corporate Benefits, Inc., servicing group health insurance clients and spending about 10-20% of his time on this activity. He also owns Mark Geschwind & Associates, a DBA for branding purposes, which requires minimal time.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations10 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
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