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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 12,940 clients with $6.3B 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 | 2.50% |
Maximum annual fee is 2.50% of assets under management. Fees are negotiable based on account size, complexity, and services required, and vary by representative and platform.
Fee Estimator
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 Registrations16 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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