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Mark Lechler
14 Years of Experience
Pasadena, CA
1 Disclosure
Mark Lechler is a registered investment advisor at Pacific Trust Wealth Management, based in Pasadena, CA, with 14 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 3 clients with $1.1M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
3 clients
Average Client Portfolio
$371K average
Assets Under Management
$1.1M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Pacific Trust Wealth Management offers two fee schedules for investment management:
- Qualified Clients: A base annual fee of 1.00% of the value of your portfolio, plus a performance-based fee of 20% of the gains above the account's highest recorded value (high-water mark).
- Non-Qualified Clients: 1.50% annually of the value of your portfolio.
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Location
370 E Claremont St., Pasadena, CA, 91104
Get directionsHistory
Regulatory History (1)
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Regulatory
March 2015Final
Employment History
Current Registrations
Pacific Trust Wealth Management
February 2014 - Present · 12 yrs 3 mos
Previous Registrations
J.W. Korth & CompanyBroker
April 2011 - February 2017 · 5 yrs 10 mos
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.