Mark Devito
Mark Devito is a registered investment advisor at Infinity Financial Services Advisory, based in Oakland, 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, Insurance Planning, and 3 more. Their firm serves 667 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFSA's annual portfolio management fees are based on the amount of your portfolio and range from 0.25% to 2.50%. The exact fee depends on the amount you invest. There is a minimum fee of 0.25% per year, but this may be waived at IFSA's discretion. In addition to the portfolio management fee, there is a monthly service and reporting fee that is the higher of 5 basis points of the account value or $100, both pro-rated for the number of active days in the billing cycle.
Location
212 9th Street, Suite 202, Oakland, CA, 94607
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Regulatory History (1)
Customer Dispute
January 2009Other Business ActivitiesSells Insurance
Mark is an independent insurance agent, offering fixed and traditional annuities to clients. He dedicates minimal time to this activity, primarily for financial planning purposes.
Employment History
Current Registrations
Infinity Financial Services Advisory
Infinity Financial ServicesBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations3 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.