Mark Terwilliger
Mark Terwilliger is a registered investment advisor at Northbridge Financial Group, LLC, based in Tampa, FL, with 33 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 487 clients with $410M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.65% |
| $6.0M - $7.0M | 0.63% |
| $7.0M - $8.0M | 0.60% |
| $8.0M - $9.0M | 0.57% |
| $9.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.53% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.47% |
| $25.0M - $30.0M | 0.45% |
| $30.0M - $35.0M | 0.42% |
| $35.0M - $40.0M | 0.40% |
| $40.0M - $45.0M | 0.38% |
| $45.0M - $50.0M | 0.35% |
| $50.0M - $55.0M | 0.33% |
| $55.0M - $60.0M | 0.30% |
| $60.0M - $65.0M | 0.28% |
| $65.0M - $70.0M | 0.25% |
| $70M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Location
4300 West Cypress Street, Meridian Two Building, Suite 370, Tampa, FL, 33607
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2017Other Business Activities
Mark operates Northbridge Financial Group LLC as a DBA for his LPL business since 2018, dedicating full-time hours. He also provides investment advisory services through Northbridge Financial Group LLC as a Registered Investment Advisor Hybrid, starting in 2020 and also dedicating nearly full-time hours.
Employment History
Current Registrations
Northbridge Financial Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Fintegra, LLC
Fintegra, LLCBroker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Edward Jones
Edward JonesBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Gunnallen Financial, INCBroker
G.L. Barrett & Associates, Securities IncorporatedBroker
Paragon Capital CorporationBroker
Lew Lieberbaum & CO., INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Chatfield Dean & CO., INC.Broker
The Stuart-James Company, IncorporatedBroker
State Registrations9 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.