Mark Flower
Mark Flower is a registered investment advisor at Capital Group Private Client Services, INC., based in San Francisco, CA, 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 Investment Management. Their firm serves 9,843 clients with $48B 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 $10.0M | 0.65% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $20.0M | 0.45% |
| $20.0M - $25.0M | 0.40% |
| $25.0M - $35.0M | 0.35% |
| $35.0M - $45.0M | 0.30% |
| $45.0M - $55.0M | 0.28% |
| $55.0M - $75.0M | 0.25% |
| $75.0M - $500.0M | 0.23% |
| $500M+ | 0.20% |
In addition to the advisory fees, clients are assessed a Separately Managed Service Fee on assets invested in the respective SMA program. U.S. Equity: 0.345%, International Equity/ Global Equity: 0.385%, Core Plus Bond: 0.290%, Intermediate/ Core Bond: 0.250%, Municipal Income: 0.250%, Municipal Bond: 0.150%. For relationships below $5 million, advisory fees will be assessed based on the following schedule: 1.00% up to $1 million; 0.90% from $1 million up to $3 million; and 0.80% from $3 million up to $5 million.
Fee Estimator
Location
Steuart Tower, 1 Market St., Suite 1800, San Francisco, CA, 94105
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2003Employment History
Current Registrations
Capital Group Private Client Services, INC.
Previous Registrations
Capital Bank and Trust Company
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
UBS Painewebber INC.
UBS Painewebber INC.Broker
Olde Discount CorporationBroker
State Registrations6 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.
Exams
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