Mark Faccone
Mark Faccone is a CFP-designated registered investment advisor at The Private Client Advisory Group, LLC, based in Manasquan, NJ, with 27 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 142 clients with $45M 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 | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
2517 Highway 35, Building L, Suite 100, Manasquan, NJ, 08736
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2003Other Business ActivitiesSells Insurance
Mark is involved in several insurance-related activities, including Conover Beyer Agency, Zenith Marketing Group, and Underwriters Marketing Service, Inc., selling various non-variable insurance products. He also provides investment advisory services through The Private Client Advisory Group, dedicating about a third of his time to this.
Employment History
Current Registrations
The Private Client Advisory Group, LLC
LPL Financial LLCBroker
Previous Registrations
Fortis Group Advisors LLC
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Fleet Enterprises, INC.Broker
Painewebber IncorporatedBroker
State Registrations6 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.