Mark Janci is a CFP-designated registered investment advisor at Halbert Hargrove, based in Bellevue, WA, with 24 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,518 clients with $4.2B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
1,518 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$4.2B
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
Fees may be negotiable based on various criteria such as account composition, complexity, and anticipated assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
10900 NE 8th STREET, Suite 1640, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (1)
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.
Customer Dispute
April 2003Settled
Employment History
Current Registrations
Halbert Hargrove
October 2005 - Present · 21 yrs
Previous Registrations
Northwestern Mutual Investment Services,llc
December 2003 - September 2005 · 1 yr 9 mos
Network Planning Advisors, L.L.C.
May 2002 - September 2005 · 3 yrs 4 mos
Northwestern Mutual Wealth Management Company
March 2002 - December 2005 · 3 yrs 9 mos
State Registrations2 states
TXWA
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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