Mark Young is a CFP-designated registered investment advisor at Clearview Financial, INC., based in San Diego, CA, with 21 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 44 clients with $100M 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 - $750K | 0.90% |
| $750K - $1.0M | 0.85% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
5151 Shoreham Place, 170, San Diego, CA, 92122
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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.
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Mark is the owner of Mark Young, CPA, a tax and accounting business, since 1989. He works approximately half of his time preparing income tax returns.
Employment History
Current Registrations
Clearview Financial, INC.
State Registrations2 states
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