Mark Stempel is a CFP-designated registered investment advisor at Encore Wealth Advisors, LLC, based in Nevada City, CA, with 15 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 5 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Encore Wealth offers ongoing financial planning, which includes investment management. The annual minimum retainer fee for this service is $12,000, paid quarterly in advance. The actual fee may be higher or lower depending on factors like your net worth, income, the complexity of your situation, and the amount of assets being managed. This fee also includes tax return preparation if you want it.
Contact
Mark Stempel
Location
Nevada City, CA
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Mark manages Margane, LLC and 14 Maiden, LLC, both real estate investment businesses, since 2005. He spends minimal time reviewing financial statements and corresponding with property managers for these ventures.
Employment History
Current Registrations
Encore Wealth Advisors, 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.
Exams
Additional Information
We believe that the future of personal finance requires an advisor who Is conversant with all aspects of the client’s life, not just their investments—not even just their finances.