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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 92 clients with $310M 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 | 1.00% |
Fees may be negotiable in limited instances. Participants of retirement plans who chose to invest in Stableford Capital's Model Portfolios options, are subject to an additional investment management fee of 0.25%.
Fee Estimator
Location
14648 N. Scottsdale Road, Suite 130, Scottsdale, AZ, 85254
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Regulatory History (3)
Regulatory
September 1999Regulatory
May 1999Regulatory
May 1995Employment History
Current Registrations
Stableford Capital LLC
State Registrations2 states
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