Mark Barron
Mark Barron is a registered investment advisor at Strategic Advisers LLC, based in Marlton, NJ, with 29 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, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Marlton, NJ
Get directionsHistory
Regulatory History (1)
Financial
February 2017Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Citizens Securities, INC.
Citizens Securities, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Metlife Securities INC.Broker
Metlife Securities INC.
Bcg Securities, INC.Broker
PNC Investments
PNC InvestmentsBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Scottrade, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Scottrade, INC.Broker
TD Waterhouse Investor Services, INC.Broker
Pennsylvania Merchant Group LTD.Broker
State Registrations52 states
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