Mark Juloya
Mark Juloya is a registered investment advisor at Syndicated Capital, INC., based in Monrovia, CA, with 16 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 465 clients with $140M 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% |
Standard annual fee is 2%, which is negotiable with advisors. Management fees are deducted quarterly in advance based on the average of the previous quarter's three-month-end balances. Clients may also incur ticket charges, custodial fees, and mutual fund expenses.
Fee Estimator
Location
825 S Primrose Avenue, Suite E, Monrovia, CA, 91016
Get directionsHistory
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 ActivitiesSells Insurance
Mark works as a benefits consultant selling fixed insurance products, including life, health, property & casualty, and fixed annuities. This activity, which is investment-related, takes nearly full-time hours.
Employment History
Current Registrations
Syndicated Capital, INC.
Previous Registrations
Creative Benefits INC.
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Equity Services, INC.Broker
Esi Financial Advisors
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Syndicated Capital, INC.Broker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.Broker
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.
Exams
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