Mark Baksic
Mark Baksic is a registered investment advisor at Life Planning Advisors LLC, based in Garden Grove, CA, with 16 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, High Net Worth, Investment Management, and 1 more. Their firm serves 964 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Life Planning Advisors offers asset management services where they create and manage a portfolio for you. The annual fee is a percentage of the assets they manage, billed quarterly. The percentage varies based on the amount invested:
- $0 to $250,000: 1.00% - 2.00%
- $250,000 to $1,000,000: 0.75% - 1.50%
- Greater than $1,000,000: 0.50% - 1.0%
Location
Garden Grove, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2022Other Business ActivitiesSells Insurance
Mark is an agent for accident & health, life, and variable insurance. He is also the President of The Precision Companies, which provides insurance, real estate, and tax services.
Employment History
Current Registrations
Life Planning Advisors LLC
Previous Registrations
Western International Securities
Gbs Advisors
Gbs Financial CORP.Broker
Gbs Advisors
Western International Securities, INC.Broker
Gbs Advisors
Gbs Financial CORP.Broker
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.