Mark Molenaar
Mark Molenaar is a registered investment advisor at Parsonex Advisory Services, INC., based in Englewood, CO, with 20 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 609 clients with $170M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Annual fees are negotiable at the discretion of the advisor.
Fee Estimator
Location
8310 S. Valley Highway, Suite 110, Englewood, CO, 80112
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 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.
Parsonex Securities, INC.Broker
Previous Registrations
Parsonex Advisory Services, INC.
Stillpoint Capital, LLCBroker
Westmoore Securities, INC.Broker
State Registrations8 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.