Mark Flowers
Mark Flowers is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in San Mateo, CA, with 15 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, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
424 N San Mateo Dr, Ste 200, San Mateo, CA, 94401-2492
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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 ActivitiesSells Insurance
Mark participates in a divorce-related networking group, provides investment advice through Private Portfolios, Inc (taking nearly full-time), leads divorce workshops, and offers financial consulting services. Mark is also an independent insurance producer, dedicating minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Private Portfolios, INC.
Previous Registrations
Securities America, INC.Broker
Ams Capital Management LLC
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
Foothill Securities, INC.Broker
State Registrations7 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.