Mark Moberg
Mark Moberg is a CFP-designated registered investment advisor at Green Ocean Global Advisors LLC, based in San Francisco, CA, with 30 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 147 clients with $110M 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 $300K | 1.45% |
| $300K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Fees are generally negotiable. GOGAL may direct clients to Vise Al Advisors, LLC (Total Fee: 1.00%, GOGAL's Fee: 0.65%, Third Party's Fee: 0.35%) or Orion Portfolio Solutions, LLC (Total Fee: 1.00%, GOGAL's Fee: 0.85%, Third Party's Fee: 0.15%).
Fee Estimator
Location
201 Spear Street, Suite 1100, San Francisco, CA, 94105
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 1997Employment History
Current Registrations
Green Ocean Global Advisors LLC
Previous Registrations
Grove Point Investments, LLCBroker
National Planning CorporationBroker
Ifg Network Securities, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations1 state
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.