Mark Pedersen
Mark Pedersen is a registered investment advisor at Charles Schwab & CO., INC., based in Roanoke, TX, with 20 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
Roanoke, TX
Get directionsHistory
Regulatory History (1)
Regulatory
November 2003Other Business Activities
Mark coordinates the shipping of aerosol mold release products for Releasagen MFg, a chemicals and shipping company. This activity takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Priority Capital Investments, LLCBroker
LPL Financial Corporation
LPL Financial CorporationBroker
First Allied Securities, INC.Broker
Dunham and Associates Investment Counsel, INC.
Dunham and Associates Investment Counsel, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.