Mark Borcherding is a registered investment advisor at RBC Capital Markets, LLC, based in Leawood, KS, with 32 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
4001 W. 114th St, Suite 200, Leawood, KS, 66211-2604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark serves on the board of directors for the Kimball Education Foundation, a 501(c)3 organization, dedicating minimal time. He also formed Perpetuity Property Management LLC for rental property management, dedicating minimal time.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Ameriprise Advisor Services, INC.
H&r Block Financial Advisors, INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Nationwide Advisory Services, INC.Broker
State Registrations31 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.