Mark Wendell
Mark Wendell is a registered investment advisor at MD Wealth Partners, INC, based in Westlake Village, CA, with 17 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 117 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MD Wealth Partners recommends clients use AssetMark for investment management. The annual advisory fee ranges from 0.50% to 1.75% of the value of your portfolio. This fee does not include AssetMark's advisory fee, which is separate and in addition to MD Wealth Partners' fee. The specific fee is outlined in your agreement. Fees are paid in advance each quarter and are calculated by AssetMark and deducted from your account. If you terminate the agreement, you'll receive a refund of any unearned fees.
Location
4550 East Thousand Oaks Blvd., Suite 150, Westlake Village, CA, 91362
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2010Other Business ActivitiesSells Insurance
Mark is the owner of MD Wendell Wealth Partners since 2009. He spends minimal time selling insurance products, including life insurance, annuities, and long-term care.
Employment History
Current Registrations
MD Wealth Partners, INC
Previous Registrations
Planmember Securities Corporation
Wescom Financial Services, LLC
Partnervest Advisory Services LLC
Prudential Securities Incorporated
State Registrations2 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.