MM
CFP
MM
CFP
Mark Moberg
31 Years of Experience
Tampa, FL
1 Disclosure
Mark Moberg is a CFP-designated registered investment advisor at Green Ocean Global Advisors LLC, based in Tampa, FL, with 31 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 147 clients with $110M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
147 clients
Average Client Portfolio
$781K average
Assets Under Management
$114.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.45% |
| $300K - $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Fees are generally negotiable. Balances from the same family can be combined for household discounting.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Tampa, FL
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
January 1997Employment History
Current Registrations
Green Ocean Global Advisors LLC
December 2024 - Present · 1 yr 10 mos
Previous Registrations
Grove Point Investments, LLCBroker
December 2005 - December 2021 · 16 yrs
National Planning CorporationBroker
April 1999 - December 2005 · 6 yrs 8 mos
Ifg Network Securities, INC.Broker
March 1997 - March 1999 · 2 yrs
Dean Witter Reynolds INC.Broker
June 1992 - February 1997 · 4 yrs 8 mos
State Registrations1 state
FL
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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