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Corinne Fond

24 Years of Experience
Belmont, MA

Corinne Fond is a registered investment advisor at Mkt Advisors LLC, based in Belmont, MA, with 24 years of industry experience. Corinne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 383 clients with $460M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
383 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$463.7M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.65%
$5.0M - $10.0M0.40%
$10M+0.35%

Relationships with multiple objectives, specific reporting requirements, portfolio restrictions, and other complexities may be charged a higher fee, ranging up to 1.50%. Fees are negotiable at the sole discretion of MKT Advisors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Belmont, MA

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Mkt Advisors LLC
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Laurel Wealth Advisors, INC.
January 2021 - January 2022 · 1 yr
Laurel Wealth Advisors, INC.
August 2013 - December 2020 · 7 yrs 4 mos
Morgan Stanley
June 2009 - September 2013 · 4 yrs 3 mos
Morgan Stanley & CO. Incorporated
April 2009 - June 2009 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2002 - April 2009 · 6 yrs 11 mos
State Registrations2 states
MATX
Advisor

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.

Exams
No exam information available for this advisor.
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