Mark Wiacek
Mark Wiacek is a registered investment advisor at Cl Wealth Management LLC, based in San Marino, CA, with 29 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,073 clients with $630M 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 $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
All fees are negotiated between the advisor and the client. A portion of the annual fee may be paid to the account custodian for billing, reporting and/or other administrative functions.
Fee Estimator
Location
2596 Mission Street, Suite 200, San Marino, CA, 91108
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is a partner, investment manager, compliance manager, and office manager at San Marino Investment Services, dedicating full-time hours to handling all aspects of the firm. He also works as an insurance agent prospecting for Universal Health and Life, dedicating minimal time to this activity.
Employment History
Current Registrations
Cl Wealth Management LLC
Cabot Lodge Securities LLCBroker
Previous Registrations
Tri-Star Financial
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Concorde Asset Management, LLC
Cl Wealth Management LLC
Cabot Lodge Securities LLCBroker
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Nations Financial Group, INC.Broker
Andrew Garrett INC.Broker
Southern Financial Group, INC.Broker
Financial Network Investment CorporationBroker
Fortis Investors, INC.Broker
State Registrations12 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.