Mark Bourguignon is a registered investment advisor at Proprietor Wealth Management INC., based in Larkspur, CA, with 9 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 25 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Proprietor Wealth Management's fees are based on a percentage of the value of your investment accounts. The annual fee typically starts at 1.0% of the assets they manage and decreases as the amount of managed assets increases. The fee is calculated based on the value of your investment accounts on the last day of each quarter and is paid at the end of each quarter.
Location
700 Larkspur Landing Circle, Suite 199, Larkspur, CA, 94939
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Proprietor Wealth Management INC.
State Registrations2 states
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