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Mark Rehn

Stableford Capital LLC
4 Years of Experience
Scottsdale, AZ
3 Disclosures
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Mark Rehn is a registered investment advisor at Stableford Capital LLC, based in Scottsdale, AZ, with 4 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 92 clients with $310M in assets under management.

Stableford Capital LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
92 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$305.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annualized investment management fee is 1% of assets under management. Fees may be negotiable in limited instances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

14648 N. Scottsdale Road, Suite 130, Scottsdale, AZ, 85254

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 1999
Final
Regulatory
May 1999
Final
Regulatory
May 1995
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Stableford Capital LLC
February 2022 - Present · 4 yrs 8 mos
State Registrations2 states
AZIL
Advisor

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
No exam information available for this advisor.
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