Mark Zigman
Mark Zigman is a registered investment advisor at Commonwealth Financial Network, based in New York, NY, with 27 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
370 Lexington Avenue, Suite 806, New York, NY, 10017
Get directionsHistory
Regulatory History (1)
Regulatory
October 1991Other Business ActivitiesSells Insurance
Mark sells fixed insurance products, dedicating about 10% of his time. He is also an Operations Manager at Granite Retirement Services and a Retirement Benefits Specialist at Rampart Benefit Planning, Inc., dedicating minimal and about 10-20% of his time respectively.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Commonwealth Financial Network
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Glenn Michael Financial, INC.Broker
F.S.G. Financial Services Group, INC.Broker
First Choice Securities CORP.Broker
Wellshire Securities, INC.Broker
State Registrations5 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.