Mark Bobruff is a registered investment advisor at Tumolo Wealth Management LLC, based in East Lyme, CT, with 23 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. Their firm serves 449 clients with $130M 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 | 1.50% |
| $500K - $750K | 1.30% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Location
339 Flanders Road, Suite 102, East Lyme, CT, 06333
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 Activities
Mark acts as a trustee for two trusts, the Jeremy M Bobruff Trust and the Zoe Alyssa Bobruff Trust, since 2006. These activities are not investment-related and require minimal time.
Employment History
Current Registrations
Tumolo Wealth Management LLC
Previous Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Scottrade Investment Management
Scottrade, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Global Portfolio Strategies, INC.
Prudential Investment Management Services LLCBroker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Newalliance Investments, INC.
Newalliance Investments, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
State Registrations1 state
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.