Mark Silverman
Mark Silverman is a CFP-designated registered investment advisor at Silverman + Associates Wealth Management, LLC, based in Tucson, AZ, with 18 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 94 clients with $100M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees may be negotiable. Sub-advisor New Frontier Advisors charges an additional 0.25% annually.
Fee Estimator
Location
333 N. Wilmot Road, Suite 340, Tucson, AZ, 85711
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2004Other Business ActivitiesSells Insurance
Mark works full-time at Silverman + Associates selling insurance products. He also participates in a radio show and may offer advice or products to clients, which could present a conflict of interest.
Employment History
Current Registrations
Silverman + Associates Wealth Management, LLC
Previous Registrations
Brokers International Financial Services, LLC
Redhawk Wealth Advisors, INC.
Harris Investor Services LLC
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.