Mark Borough
Mark Borough is a registered investment advisor at Belpointe Asset Management LLC, based in Thousand Oaks, CA, with 33 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,529 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Belpointe's advisory fees are negotiable and can be a flat fee, fixed rate percentage, a linear fee percentage, or a tiered fee percentage structure, but cannot exceed 2.5% annually, based on the value of your investments. The exact fee schedule is agreed upon between you and your advisor. Fees are typically deducted directly from your account quarterly.
Location
Thousand Oaks, CA
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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 →Other Business ActivitiesSells Insurance
Mark is the President & CEO of Borough Annuity and Insurance Center, Inc., an insurance agency and brokerage, and spends minimal time there. He is also the CEO of Tax Advisory Consortium, Inc. and President of Orion-Collaborative, Inc., dedicating minimal and a few hours per week to each, respectively.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Total Advisor Network, LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Qa3 Financial CORP.Broker
Qa3 Financial LLC
Intersecurities, INC.Broker
Intersecurities, INC.
1717 Capital Management Company
1717 Capital Management CompanyBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Mony Securities CorporationBroker
Financial West GroupBroker
Great Western Financial Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Baraban Securities, INC.Broker
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.