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Mark Motell

Rubicon Advisors
16 Years of Experience
Roseville, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Mark Motell is a registered investment advisor at Rubicon Advisors, based in Roseville, CA, with 16 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,391 clients with $420M in assets under management.

Rubicon Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,391 clients
Average Client Portfolio
$302K average
Assets Under Management
$420.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum annual fee of 1.75% for comprehensive portfolio management. LPL sponsored advisory programs charge up to 1.80% (or 1.35% for Guided Wealth Portfolios). Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2998 Douglas Blvd., Suite 320, Roseville, CA, 95661

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Mark provides investment advisory services through Rubicon Advisors, dedicating nearly full-time hours to this activity. He also has a non-variable insurance business and MRM Wealth Management for tax/investment purposes, each requiring minimal time.

Employment History
Current Registrations
Rubicon Advisors
March 2015 - Present · 11 yrs 7 mos
LPL Financial LLCBroker
March 2015 - Present · 11 yrs 7 mos
LPL Financial LLC
March 2015 - Present · 11 yrs 7 mos
Previous Registrations
LPL Financial LLC
March 2015 - December 2016 · 1 yr 9 mos
Wells Fargo Advisors, LLC
May 2010 - March 2015 · 4 yrs 10 mos
Wells Fargo Advisors, LLCBroker
April 2010 - March 2015 · 4 yrs 11 mos
State Registrations6 states
AZCAFLNVORTX
AdvisorBrokerBoth

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.
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