Mark Anthony Zembo

Elevage Partners, LLC

20 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Elevage Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

371 clients

Average Client Portfolio

$396K average

Assets Under Management

$147.0M

Fee Structure

Minimum Investment:$50K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1000K	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 on a client-by-client basis.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$5,000

Location

734 Bliss Road, Longmeadow, MA, 01106

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

May 2006

Closed-No Action

View Full SEC Report How to Read Disclosures

Other 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

June 2021 - Present · 4 yrs 8 mos

Previous Registrations

Nationwide Investment Services CorporationBroker

January 2007 - March 2020 · 13 yrs 2 mos

Nationwide Investment Services CorporationBroker

July 2003 - March 2005 · 1 yr 8 mos

American Express Financial Advisors INC.Broker

January 1997 - July 1998 · 1 yr 6 mos

Ids Life Insurance CompanyBroker

January 1997 - July 1998 · 1 yr 6 mos

State Registrations2 states

AZMA

Advisor

Exams

No exam information available for this advisor.