MB
CFP
MB
CFP
Mark Bernazzani is a CFP-designated registered investment advisor at My Personal Cfo, LLC, based in Vancouver, WA, with 11 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, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 82 clients with $330M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
82 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$334.4M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Annual fee is negotiable but does not exceed 0.85%. There is a $4,000 minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1220 Main Street, Suite 400, Vancouver, WA, 98660
Get directionsHistory
Regulatory History (1)
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Criminal
August 2017Final Disposition
Employment History
Current Registrations
My Personal Cfo, LLC
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Brighton Jones LLC
January 2017 - January 2018 · 1 yr
Brighton Jones LLC
June 2013 - December 2016 · 3 yrs 6 mos
State Registrations3 states
LATXWA
Advisor
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
No exam information available for this advisor.