Mark Paccione is a CFA, CFP-designated registered investment advisor at Eqv Advisory, LLC, based in Raleigh, NC, 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 Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 21 clients with $110M 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 | 1.00% |
Fees are negotiable and EQV reserves the right to offer alternative fee schedules.
Fee Estimator
Location
400 West North St., Suite 112, Raleigh, NC, 27603
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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 →Employment History
Current Registrations
Eqv Advisory, LLC
Previous Registrations
Curi Rmb Capital, LLC
Curi Capital
Captrust
Captrust Financial Advisors or "captrust"
Capfinancial Securities, LLC.Broker
Morgan Stanley & CO., IncorporatedBroker
State Registrations1 state
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.