Mark Lavalle is a registered investment advisor at Kcs Advisors, LLC, based in Concord, NH, 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. Their firm serves 62 clients with $78M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
At KCS’ discretion, accounts of members of the same household may be aggregated for purposes of determining the advisory fee. For fixed income accounts, the annual fee is 0.35% with a $500,000 minimum.
Fee Estimator
Location
100 North Main Street, Suite 505, Concord, NH, 03301
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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 Activities
Mark is the treasurer for Bow School District since 1992, spending a few hours per week. He is also a co-trustee for the Helen R. Pierce Trust since 1986, dedicating a few hours per week, and a trustee of Bedford Kids First Trust since 2013, spending about 10% of his time managing the trust's assets.
Employment History
Current Registrations
Kcs Advisors, LLC
Previous Registrations
Boston Private Value Investors, INC.
State Registrations2 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.