Mark Schiffenhaus
Mark Schiffenhaus is a CFP-designated registered investment advisor at Long Point Wealth Management, LLC, based in Wellfleet, MA, with 20 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 36 clients with $40M 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 $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.75% |
| $5M+ | 0.70% |
Fees may be negotiable at the sole discretion of Long Point Wealth Management. The client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Location
Wellfleet, MA
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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 a managing member of two family LLCs, 28 Depot LLC and Hopper House LLC, spending minimal time on each. He also owns Longpoint Wealth Management DBA and is establishing Longpoint Wealth Management RIA, dedicating full-time hours to the DBA and a few hours per week to the RIA.
Employment History
Current Registrations
Long Point Wealth Management, LLC
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Detwiler Fenton & CO.Broker
Detwiler Fenton Wealth Management INCBroker
Detwiler Fenton Investment Management LLC
Detwiler Fenton & CO.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 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.