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Mark Vandeburgt
27 Years of Experience
Westlake Village, CA
4 DisclosuresBroker
Mark Vandeburgt is a registered investment advisor at Wells Fargo Advisors, based in Westlake Village, CA, with 27 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
3059 Townsgate Rd 4th Fl/Ste 400, [Ld-Rbo], Westlake Village, CA, 91361
Get directionsHistory
Regulatory History (4)
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Customer Dispute
March 2013Award / Judgment
Customer Dispute
June 2009Settled
Customer Dispute
October 2008Settled
Customer Dispute
October 2000Settled
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - Present · 15 yrs 6 mos
Wells Fargo Advisors
January 2011 - Present · 15 yrs 6 mos
Previous Registrations
Wells Fargo Investments, LLC
March 2005 - January 2011 · 5 yrs 10 mos
Wells Fargo Investments, LLCBroker
March 2005 - January 2011 · 5 yrs 10 mos
Wm Financial Services, INC.Broker
August 2002 - March 2005 · 2 yrs 7 mos
Wm Financial Services, INC.
August 2002 - March 2005 · 2 yrs 7 mos
Salomon Smith Barney INC.
January 2001 - August 2002 · 1 yr 7 mos
Salomon Smith Barney INC.Broker
January 2001 - August 2002 · 1 yr 7 mos
Painewebber IncorporatedBroker
October 1998 - February 2001 · 2 yrs 4 mos
State Registrations20 states
CADEFLHIIDILINMAMNNCNVNYORSCSDTNTXVAWAWI
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.