Mark Pent is a registered investment advisor at Daymark Wealth Partners, LLC, based in Madison, WI, with 22 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 2,107 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 1.75% for standard asset management and 2.00% for comprehensive portfolio management. Fees are negotiable and billed quarterly in advance.
Fee Estimator
Location
999 Fourier Dr, #201, Madison, WI, 53717
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2018Other Business Activities
Mark is a board member of the Agrace Foundation, dedicating minimal time. This activity is not investment-related.
Employment History
Current Registrations
Daymark Wealth Partners, LLC
Previous Registrations
Annex Wealth Management, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 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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