Mark Agre
Mark Agre is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Overland Park, KS, with 33 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, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B 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 $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
Overland Park, KS
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1997Other Business ActivitiesSells Insurance
Mark co-owns Clever Works, LLC and Full Focus Financial Group, LLC, the latter of which includes fixed insurance sales. He also serves as trustee for Full Focus Financial Group's 401(k) and co-owns Pace Holding, LLC for real estate management.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
H&r Block Financial Advisors, INC.
Rsm Mcgladrey, INC.
H&r Block Financial Advisors, INC.Broker
State Registrations12 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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