Mark Hegstrom
Mark Hegstrom is a registered investment advisor at Great Valley Advisor Group, LLC, based in Mendota Heights, MN, 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 33,099 clients with $9.7B 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 | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
1333 Northland Dr Ste 100, Mendota Heights, MN, 55120
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2024Other Business ActivitiesSells Insurance
Mark is involved in several business activities, including Waterfront Financial Group LLC, Directed Equity, Advisornet Insurance, Diversified Brokerage Services, Newman Long Term Care, Business Owner Succession Strategies LLC, Hallett Financial Group, CBS Brokerage, DSB Rock Island Wealth Management LLC, and Great Valley Advisor Group. He also provides investment advisory services through Great Valley Advisor Group, dedicating full-time hours to this activity.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
State Registrations29 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.