Mark Phillips
Mark Phillips is a CFP-designated registered investment advisor at Clearview Wealth Management, based in Irvine, CA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 328 clients with $160M 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 $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $1.0M | 1.85% |
| $1.0M - $2.0M | 1.70% |
| $2M+ | 1.50% |
Fee schedule with each client may be unique and varied from the next. Even within a client household different accounts, requiring different levels of advisory and oversight involvement may be charged at different fee rates.
Fee Estimator
Location
4 Venture, Suite 120, Irvine, CA, 92618
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2008Other Business ActivitiesSells Insurance
Mark sells fixed insurance products since 2011 at a branch location. This activity is investment-related.
Employment History
Current Registrations
Clearview Wealth Management
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.