Mark Ishibashi
Mark Ishibashi is a registered investment advisor at The Wealth Consulting Group, based in San Jose, CA, with 22 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 3 more. Their firm serves 12,424 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCG Wealth Advisors charges a percentage of your portfolio's value as an advisory fee. The exact fee is determined by your advisor and can vary based on factors like the amount you invest, the complexity of your situation, and the services you need. The fee will be listed in your investment management agreement. WCG also offers access to various investment platforms through LPL Financial, Schwab, and Fidelity, each with its own fee structure.
Location
1340 Lincoln Ave, San Jose, CA, 95125
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2014Other Business Activities
Mark operates his LPL business under the DBA Stonebridge Global Investments, dedicating about a quarter of his time. He also provides investment advisory services through Mariner Independent Advisor Network LLC, spending nearly full-time on this activity.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Mariner Advisor Network
Strategic Wealth Advisors Group
LPL Financial LLC
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.