Mark Toomey is a registered investment advisor at Fiera Capital INC., based in Boston, MA, with 24 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 5,176 clients with $20B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiera Capital manages investments for separately managed accounts. The fees are a percentage of the total value of your portfolio. The percentage varies depending on the investment strategy and the size of your account.
- Equity Strategies: 0.30% to 1.00% per year
- Equity-Growth Strategies: 0.30% to 1.00% per year
- Fixed Income Strategies: 0.05% to 0.75% per year
Fees are generally billed monthly or quarterly. Billing terms are negotiable.
Location
One Lewis Wharf, Boston, MA, 02110
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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.
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Mark works full-time as a Senior Client Service representative for Fiera Capital, focusing on investor relations and institutional portfolio management. This role involves serving existing Fiera clients.
Employment History
Current Registrations
Fiera Capital INC.
Foreside Fund Services, LLCBroker
Foreside Fund Services, LLC
Previous Registrations
Endeavour Investment Partners, LLC
Investment Planners, INC.Broker
Foreside Fund Services, LLCBroker
Henderson Global Investors Equity Planning, INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Fidelity Brokerage Services, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations51 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.