Mark Renard is a CFP-designated registered investment advisor at Mar Financial, based in Lake Oswego, OR, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 0.95% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Lake Oswego, OR
Get directionsHistory
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 assists clients with life and health insurance purchases as an insurance agent. This activity takes minimal time.
Employment History
Current Registrations
Mar Financial
Northwest Asset Management
Previous Registrations
Miracle Mile Advisors, LLC
Johnstone Brokerage Services, LLCBroker
Cantella & CO., INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Johnstone Financial Advisors
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
A. G. Edwards & Sons, INC.Broker
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.