Mark Santelli is a registered investment advisor at Silver Oak Securities, INC., based in Webster, NY, with 34 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, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
1630 Empire Blvd., Suite 100, Webster, NY, 14580
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is a financial advisor and investment advisor representative with Bright Futures Wealth Management LLC, spending nearly full-time on these roles. He also owns rental real estate and works as a financial professional for Equimark East, LLC, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Bright Futures Wealth Management, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Vestax Securities CorporationBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations7 states
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