Mark Guglielmi is a registered investment advisor at Balanced View Capital, LLC, based in Westport, CT, 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 High Net Worth, Investment Management. Their firm serves 18 clients with $21M 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 | 0.50% |
| $500K+ | 0.50% |
Fees are generally negotiable. Qualified clients can select a performance-based fee structure: 0.5% annualized plus 15% of capital appreciation.
Fee Estimator
Location
Westport, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Balanced View Capital, LLC
State Registrations1 state
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