Mark Rapoza is a registered investment advisor at Barrett & Company, based in Providence, RI, with 33 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 601 clients with $530M 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 - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.75% |
All fees are negotiable.
Fee Estimator
Location
42 Weybosset St, Providence, RI, 02903
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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 →Employment History
Current Registrations
Barrett & Company
Barrett & CompanyBroker
Previous Registrations
L.C. Wegard & CO., INC.Broker
State Registrations17 states
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