Mark Wander is a PFS-designated registered investment advisor at Cora Capital Advisors, based in Marlton, NJ, with 19 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 668 clients with $590M 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 $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor. For Clients with less than $100,000 in assets under management, there is a minimum fee of $1000 per household subject to the Advisor’s Discretion.
Fee Estimator
Location
4 Eves Drive, Suite B100, Marlton, NJ, 08053
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is an officer/director at Baratz & Associates P.A. CPA Corporation, an accounting practice, and owns passive investments in several limited partnerships. He also owns Pillar Benefits, LLC (benefits and insurance), Baratz Financial Services, LLC (fixed insurance), and is involved with Cora Capital Advisors and Cora Capital Assurance, all related to insurance sales; these activities take up a significant portion of his time.
Employment History
Current Registrations
Cora Capital Advisors
Previous Registrations
Osaic Wealth, INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Pts Brokerage, LLC
Pts Brokerage, LLCBroker
The Investment Center, INC.Broker
State Registrations1 state
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.