Mark Perkins
Mark Perkins is a registered investment advisor at Independence Financial Advisors, LLC, based in Nashua, NH, with 7 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Retirement Planning. Their firm serves 2,777 clients with $460M 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 $750K | 1.00% |
| $750K - $1.5M | 0.90% |
| $1.5M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Fees negotiable for accounts over $3,000,000. Fixed-income accounts only: 0.50% for accounts over $3,000,000.
Fee Estimator
Location
33 Main Street, Suite 201, Nashua, NH, 03064
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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 ActivitiesSells Insurance
Mark is the President and Managing Member of Consolidated Life Producers, which provides fixed annuities and fixed life insurance products. He spends nearly full-time on this role, assisting and advising producers on these products.
Employment History
Current Registrations
Independence Financial Advisors, LLC
State Registrations3 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.