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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
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.