Mark Magnusen is a registered investment advisor at Rmr Wealth Management, based in New York, NY, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 118 clients with $140M 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 | 2.50% |
Standard fee is up to 2.5% annually of the assets under management with a minimum fee of $1,000. Fees may be negotiable.
Fee Estimator
Location
14 Penn Plaza, Ste 1316, New York, NY, 10122
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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 board member of the Norwalk Junior Soccer Association since 2011 and the Norwalk Senior Center since 2014. He dedicates minimal time to each role.
Employment History
Current Registrations
Rmr Wealth Management
Dinosaur Financial Group, L.L.CBroker
Previous Registrations
Moors & Cabot, INC
Moors & Cabot, INC.Broker
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Edward Jones
Edward JonesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations3 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.