Mark Alevizos is a registered investment advisor at Wealthspring Advisors, LLC, based in Minneapolis, MN, with 9 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 48 clients with $42M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be modified (higher or lower), based on unusual circumstances, pre-existing relationships, or complex matters.
Fee Estimator
Location
2116 Second Avenue South, Minneapolis, MN, 55404
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wealthspring Advisors, LLC
State Registrations1 state
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