Mark Leavitt is a registered investment advisor at Enspire Wealth Management, LLC, based in Santa Rosa, CA, with 17 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, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 52 clients with $120M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees typically calculated by aggregating accounts of clients living in the same household. Fees are generally not negotiable; however, services may be provided at a reduced rate or free of charge for some employees, family members, and friends.
Fee Estimator
Location
90 South E Street, Suite 300, Santa Rosa, CA, 95404
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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 is a manager at Meritas Wealth Management, LLC, a registered investment advisor, since 2023. He spends minimal time on this activity.
Employment History
Current Registrations
Enspire Wealth Management, LLC
Previous Registrations
Meritas Wealth Management, LLC
Leavitt Wealth Management, LLC
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.