Mark Fadling
Mark Fadling is a registered investment advisor at Seacrest Wealth Management, LLC, based in Medford, OR, with 34 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Divorce Planning, Education Planning, and 5 more. Their firm serves 1,498 clients with $1.5B 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 | 2.00% |
Fees vary up to 2.00% annually based on the size and complexity of the relationship. Fees are negotiable at the advisor's discretion.
Fee Estimator
Location
3255 Hillcrest Park Drive, Suite 108, Medford, OR, 97504
Get directionsHistory
Regulatory History (3)
Judgment / Lien
December 2017Judgment / Lien
October 2017Judgment / Lien
September 2009Other Business Activities
Mark is a registered investment advisor with Seacrest Wealth Management since 2009. This takes nearly full-time, mostly during market hours.
Employment History
Current Registrations
Seacrest Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations7 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.
Exams
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