Mark Magarian
Mark Magarian is a registered investment advisor at Pine Valley Investments, based in San Antonio, TX, 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 High Net Worth, Investment Management. Their firm serves 1,809 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.80% |
| $2.0M - $20.0M | 1.50% |
| $20.0M - $100.0M | 1.20% |
| $100M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
San Antonio, TX
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2019Customer Dispute
October 2013Other Business Activities
Mark co-owns MK Kids with his spouse and spends minimal time reviewing the books each month. He also co-owns Wild West Harley Davidson, LLC with his spouse and spends minimal time selling motorcycles.
Employment History
Current Registrations
Pine Valley Investments
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley
Morgan StanleyBroker
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.