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Mark Molenaar

Parsonex Advisory Services, INC.
20 Years of Experience
Yorba Linda, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Mark Molenaar is a registered investment advisor at Parsonex Advisory Services, INC., based in Yorba Linda, CA, with 20 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, Investment Management, and 1 more. Their firm serves 331 clients with $270M in assets under management.

Parsonex Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
331 clients
Average Client Portfolio
$820K average
Assets Under Management
$271.3M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.60%
$5M+0.40%

Annual fees are negotiable at the discretion of the advisor. Additional transaction, custody, money manager, and platform fees may apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

18841 Via Sereno, Yorba Linda, CA, 92886

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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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Other Business ActivitiesSells Insurance

Mark works as an investment advisor representative for Parsonex Advisory Services, dedicating a few hours per week. He also works full-time as a Sr. Risk Consultant for Chubb Insurance and spends minimal time on document production for United Living Trust Services and selling insurance products through Back 9 Insurance.

Employment History
Current Registrations
Parsonex Advisory Services, INC.
January 2021 - Present · 5 yrs 9 mos
Parsonex Securities, INC.Broker
September 2014 - Present · 12 yrs 1 mo
Previous Registrations
Parsonex Advisory Services, INC.
June 2014 - December 2020 · 6 yrs 6 mos
Stillpoint Capital, LLCBroker
January 2011 - July 2013 · 2 yrs 6 mos
Westmoore Securities, INC.Broker
January 2003 - January 2009 · 6 yrs
State Registrations8 states
AZCACOGAINMTNVTX
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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