Mark Ronsini
Mark Ronsini is a registered investment advisor at Capital Analysts, based in Woodland Hills, CA, with 38 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
21800 Burbank Blvd, Suite 200, Woodland Hills, CA, 91367
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2012Other Business ActivitiesSells Insurance
Mark is an investor in horse breeding and racing partnerships, and the sole member of Huron Racing Ventures, LLC, which races, breeds, and sells thoroughbred racehorses. Mark also sells fixed insurance and annuities, and acts as trustee for a 401k plan, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Lucia Securities, LLCBroker
Rjl Wealth Management, LLC
Raymond J. Lucia Companies, INC.
First Allied Securities, INC.Broker
Crown Capital Securities, L.P.Broker
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Sun Investment Services CompanyBroker
MML Investors Services, INC.Broker
Southmark Financial Services, INC.Broker
State Registrations5 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.