Mark Byelich is a CFP-designated registered investment advisor at Attleboro Wealth Management LLC, based in Yardley, PA, with 24 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 142 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Attleboro Wealth Management offers asset management and comprehensive portfolio management. The maximum annual fee for asset management is 1.25% of your portfolio. The maximum annual fee for comprehensive portfolio management, which includes financial planning, is 2.00%. Fees are negotiable and billed quarterly in advance. They also offer portfolio monitoring for a maximum annual fee of 1.00%.
Location
1051 Lindenhurst Road, Yardley, PA, 19067
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark manages real estate investments through MJ Byelich Properties, LLC and MJ Byelich Properties Quakertown, LLC, dedicating minimal time to each. He also sells fixed insurance products, spending a few hours per week, serves as a board member for The Newtown Theatre, and is a principal and co-owner of Attleboro Tax Services, LLC.
Employment History
Current Registrations
Attleboro Wealth Management LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
UBS Financial Services INC.Broker
State Registrations3 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.