Mark Bonds
Mark Bonds is a registered investment advisor at Crystal Cove Asset Management, based in Newport Beach, CA, with 19 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 76 clients with $90M 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% |
Fees are negotiable.
Fee Estimator
Location
620 Newport Center Drive, Suite 1100, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (2)
Regulatory
June 2017Employment Separation After Allegations
November 2016Other Business Activities
Mark is a 50% owner and principal of Crystal Cove Realty Advisors, LLC. He dedicates a few hours per week to about 10-20% of his time to providing financial support and assisting in running the business.
Employment History
Current Registrations
Crystal Cove Asset Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
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.