Mark Laspisa
Mark Laspisa is a CFP-designated registered investment advisor at Vermillion Financial Advisors, INC., based in South Barrington, IL, with 29 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 4 more. Their firm serves 279 clients with $390M 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 $1.0M | 1.20% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Rates reflect the annual fee schedule for annual IPRAMS reporting. Quarterly and semi-annual reporting frequencies carry higher percentage rates. Target Investment Portfolios charge a flat 1.00%.
Fee Estimator
Location
16 Executive Court, Suite 3, South Barrington, IL, 60010
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Vermillion Financial Advisors, INC.
State Registrations1 state
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
- John Spisa, CFPVermillion Financial Advisors, INC.
- Jeffrey Pearce, CFPVermillion Financial Advisors, INC.
- Jason Dhooghe, CFPVermillion Financial Advisors, INC.
- Phillip Coad, CFPVermillion Financial Advisors, INC.
- Jeffrey Scheider, CFP, ChFCVestgen Advisors, LLC
- Daniel Savas, CFPRaymond James Financial Services Advisors, INC