Mark Ward is a CFP, ChFC-designated registered investment advisor at Lucien Stirling & Gray Advisory Group INC, based in Austin, TX, with 25 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 145 clients with $130M 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 - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees are discounted for accounts over $1,000,000.
Fee Estimator
Location
4005 Guadalupe St., Austin, TX, 78751
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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 owner and president of A-Ward Assets, LLC since 2010, a non-investment related business. He uses personal money to buy residential real estate properties and rent them for profit, spending minimal time on this activity.
Employment History
Current Registrations
Lucien Stirling & Gray Advisory Group INC
Previous Registrations
Lucien, Stirling & Gray Financial CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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