Mark Perry is a registered investment advisor at Safe Future Wealth Partners LLC, based in Edgewood, TX, with 1 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. Their firm serves 61 clients with $9.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Safe Future Wealth Partners does not directly manage your investments. Instead, they recommend third-party investment advisors (TPIAs) who will manage your money. The total fees charged by the TPIA, including the portion shared with Safe Future Wealth Partners, will not exceed 1.50% of the value of your portfolio per year. Safe Future Wealth Partners may receive up to 1.0% of the fee paid to the TPIA.
Location
Edgewood, TX
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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.
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Mark is involved with a trust, estate planning and elderlaw law firm, ranching, and passively held real estate interests. These activities are not securities-related.
Employment History
Current Registrations
Safe Future Wealth Partners LLC
State Registrations4 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.