Mark Tiralosi
Mark Tiralosi is a registered investment advisor at Quantum Financial Advisors INC, based in Rockville, MD, with 27 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 362 clients with $510M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are negotiable at Quantum Financial Advisors' discretion.
Fee Estimator
Location
51 Monroe Street, Suite 1902, Rockville, MD, 20850
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is the President of Tiralosi Financial Services, Inc. since 1998, offering insurance sales and investment services. This takes nearly full-time, with about a quarter of his time during securities trading hours.
Employment History
Current Registrations
Quantum Financial Advisors INC
Previous Registrations
Fortune Financial Services, INC.Broker
Maitland Securities, INC.Broker
Transam Securities, INC.Broker
Princor Financial Services CorporationBroker
Transam Securities, INC.Broker
Cfg Securities CORP.Broker
Princor Financial Services CorporationBroker
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.