MS
CFP
MS
CFP
Mark Silverstein
18 Years of Experience
Bellevue, WA
1 DisclosureBroker
Mark Silverstein is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Bellevue, WA, with 18 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Fixed/Hourly
Firm Size
8406 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
11100 NE 8th St., Suite#300, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2009Settled
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
August 2026 - Present · 2 mos
Schwab Wealth Advisory, INC.
August 2026 - Present · 2 mos
Previous Registrations
Charles Schwab & CO., INC.
September 2016 - September 2021 · 5 yrs
Charles Schwab & CO., INC.Broker
September 2016 - September 2021 · 5 yrs
USAA Financial Advisors, INC.Broker
April 2011 - July 2016 · 5 yrs 3 mos
USAA Financial Planning Services
April 2011 - July 2016 · 5 yrs 3 mos
UBS Financial Services INC.
August 2002 - February 2011 · 8 yrs 6 mos
UBS Financial Services INC.Broker
August 2002 - February 2011 · 8 yrs 6 mos
State Registrations1 state
WA
AdvisorBrokerBoth
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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