Mark Bare is a CFP-designated registered investment advisor at Golden Pine Advisory, LLC, based in Pinehurst, NC, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The standard annual advisory fee is a flat 1.50% of assets under management. Fees are negotiable and paid quarterly in advance.
Fee Estimator
Location
293 Olmsted Blvd, Suite 11B - 7, Pinehurst, NC, 28374
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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
Golden Pine Advisory, LLC
Previous Registrations
Wealthshield Partners, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Edward Jones
Edward JonesBroker
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.
Exams
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