Mark Ulicny
Mark Ulicny is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Bethesda, MD, with 25 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,765 clients with $1.4B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on client complexity and relationship size. Third-party manager marketplace adds 0.15% to 1.00% subscription fees. American Funds F2 program charges 0.25% to 1.00% flat rate.
Fee Estimator
Location
6550 Rock Spring Drive, Suite #200, Bethesda, MD, 20817
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 ActivitiesSells Insurance
Mark is an insurance agent selling and servicing fixed insurance products through PCRM, LLC. He also works as a registered investment advisor (RIA) with Prime Capital Investment Advisors, LLC, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Private Client Services, LLCBroker
Prime Capital Financial
Previous Registrations
Mercer Allied Company, L.P.Broker
Goldman Sachs & CO. LLCBroker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Girard Securities, INC.
Goldman Sachs Personal Financial Management
Girard Securities, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations21 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.
Exams
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