Mark Goldsmith
Mark Goldsmith is a registered investment advisor at Select Money Management, INC., based in Aliso Viejo, CA, with 38 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,031 clients with $1.8B 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 | 0.70% |
Fees range between 0.70% and 2.20% depending on asset allocation strategy, assets under management, complexity, and circumstances. Fees are negotiable.
Fee Estimator
Location
120 Vantis Dr, Suite 440, Aliso Viejo, CA, 92656
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2000Other Business ActivitiesSells Insurance
Mark is licensed to sell fixed life and annuity products, conducting this business from the same office as his securities business. He also has an ownership stake in G-Land Hale Nani, LLC, a residential rental property owned by his family.
Employment History
Current Registrations
Select Money Management, INC.
Seia
Securities Equity GroupBroker
Previous Registrations
Select Money Management, INC.
Select Money Management, INC.
Securities Service Network, INC.Broker
Select Portfolio Management INC
Securities America, INC.Broker
Pruco Securities CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations9 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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