Mark Finelli
Mark Finelli is a registered investment advisor at Blue Square Asset Management, LLC, based in Chandler, AZ, with 4 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Investment Management, and 2 more. Their firm serves 204 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blue Square Wealth charges an annual fee based on the value of your portfolio. The fee ranges from 0.25% to 1.50% per year, depending on whether you're an individual or an institution, the size of your portfolio, and the services you receive. The fee is calculated quarterly, in advance. Fees for sourcing, due diligence, and monitoring services for private funds are negotiable and within the same rate.
Location
Chandler, AZ
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Regulatory History (1)
Employment Separation After Allegations
March 2009Employment History
Current Registrations
Blue Square Asset Management, LLC
Previous Registrations
Beckstead, Black & Associates, INC.
Wells Fargo Investments, LLC
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.