Mark Aguilar is a CFP-designated registered investment advisor at Procore Advisors, LLC, based in Newport Beach, CA, with 2 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, Investment Management, and 1 more. Their firm serves 231 clients with $140M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are generally negotiable. Quickvest automated advisory services have a maximum fee of 0.25% charged by a third-party money manager.
Fee Estimator
Location
23 Corporate Plaza Dr., Suite 150, Newport Beach, CA, 92660
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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 works part-time as a boat captain and deckhand for City Cruises by Hornblower, a harbor cruise dinner company, since January 2022. This non-investment related activity takes about 10-20% of his time.
Employment History
Current Registrations
Procore Advisors, LLC
State Registrations1 state
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