Mark Stratton
Mark Stratton is a registered investment advisor at Private Client Advisor Group, LLC, based in Palm City, FL, with 31 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning, Tax Planning. Their firm serves 190 clients with $110M 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 | 2.00% |
Fees may be negotiable in some instances. Fee rates vary based on the level of service provided, the investment adviser representative managing the account, etc.
Fee Estimator
Location
901 SW Martin Downs Blvd., Suite 200 D, Palm City, FL, 34990
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 an independent insurance agent.
Employment History
Current Registrations
Private Client Advisor Group, LLC
Previous Registrations
Owlfi
Motiv8 Investments LLC
LPL Financial LLC
LPL Financial LLCBroker
R. Seelaus & Co.,inc.Broker
Carolina Capital Markets, INC.Broker
The Jeffrey Matthews Financial Group, L.L.C.Broker
Native American Securities Company, INC.Broker
Dupont Securities Group, INC.Broker
Pellinore Securities CORP.Broker
First Empire Securities, INC.Broker
Mony Securities CORP.Broker
Citicorp Financial Services,inc.Broker
Woodmere Securities, INC.Broker
State Registrations2 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.