Mark Zembo is a registered investment advisor at Elevage Partners, LLC, based in Longmeadow, MA, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 368 clients with $150M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7.0M - $9.0M | 0.60% |
| $9M+ | 0.50% |
Fees are negotiable. Minimum annual fee of $5,000 applies.
Fee Estimator
Location
734 Bliss Road, Longmeadow, MA, 01106
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2006Other Business Activities
Mark owns rental farmland since 2014. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Elevage Partners, LLC
Previous Registrations
Nationwide Investment Services CorporationBroker
Nationwide Investment Services CorporationBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
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.
Exams
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