Mark Nedlin is a registered investment advisor at Mgn and CO LLC, based in Venice, CA, with 5 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.75% |
| $250K - $500K | 0.65% |
| $500K - $1000K | 0.50% |
| $1M+ | 0.50% |
Fees are negotiable for $1,000,000 and above. The above schedule is for active guidance of your account(s). For monitoring only services, the fees are: - **$0-$249,999** - 0.25% per year - **$250,000-$499,999** - 0.20% per year - **$500,000-$999,999** - 0.15% per year - **$1,000,000 and above** - Negotiable
Fee Estimator
Location
Venice, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mgn and CO LLC
State Registrations1 state
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