Mark Stevens is a registered investment advisor at Bane O'leary LLC, based in Bloomington, MN, with 14 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 173 clients with $87M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.10% |
| $750K - $1000K | 1.00% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $3.5M | 0.70% |
| $3.5M - $4.5M | 0.60% |
| $4.5M+ | 0.50% |
Fees may be negotiable. Accounts within the same household will be combined for a reduced fee.
Fee Estimator
Location
8000 Norman Center Drive, Suite 230, Bloomington, MN, 55437
Get directionsHistory
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 CEO/President of Beacon North Associates, though the business is inactive since 2015 and only maintained for tax purposes. Mark is also a sole proprietor selling fixed insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Bane O'leary LLC
Previous Registrations
Barber Financial Group
National Planning CorporationBroker
Securian Financial Services, INC.Broker
Aegis Investments, INC.Broker
B.C. Christopher Securities CO.Broker
Morison 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.