Mark Lechler
Mark Lechler is a registered investment advisor at Pacific Trust Wealth Management, based in Pasadena, 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, High Net Worth, and 3 more. Their firm serves 3 clients with $1.2M 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 | 1.00% |
Non-qualified clients pay 1.50% annually. Qualified clients pay a base annual fee of 1.00% plus a 20% performance fee on returns above a high-water mark. Fees are negotiable.
Fee Estimator
Location
370 E Claremont St., Pasadena, CA, 91104
Get directionsHistory
Regulatory History (1)
Regulatory
March 2015Employment History
Current Registrations
Pacific Trust Wealth Management
Previous Registrations
J.W. Korth & CompanyBroker
State Registrations1 state
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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