Mark Rioboli
Mark Rioboli is a CFP-designated registered investment advisor at Webster Street Investment Advisors LLC, based in Philadelphia, PA, with 21 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 56 clients with $110M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
Philadelphia, PA
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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.
Learn about disclosures →Employment History
Current Registrations
Webster Street Investment Advisors LLC
Previous Registrations
Modera Wealth Management, LLC
Independence Advisors, LLC
Independence Advisors INC
Wescott Financial Advisory Group LLC
State Registrations1 state
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