Mark Ghazal is a registered investment advisor at Orion Financial Advisors, based in Voorhees, NJ, with 18 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 54 clients with $15M 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 |
|---|---|
| $0K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.40% |
Fees may be negotiable at the sole discretion of the Advisor. Certain legacy clients may be billed under a different fee schedule. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Location
141 Cooper Rd, Voorhees, NJ, 08043
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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 →Other Business Activities
Mark holds a 16% ownership stake in Gazelle Inc, an S-Corp owned by his mother that operates a travel agency. He spends minimal time on this activity.
Employment History
Current Registrations
Orion Financial Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
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