Mark Cecchini
Mark Cecchini is a CFP-designated registered investment advisor at Quadrant Private Wealth Management, LLC, based in Center Valley, PA, with 6 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 834 clients with $1.8B 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.80% |
| $6M+ | 0.60% |
Fees may be negotiable. Assets allocated to 3rd Party Managers or Quadrant Enhanced Equity Strategy may be charged up to 2.00%.
Fee Estimator
Location
3850 Sierra Circle, Ste 300, Center Valley, PA, 18034
Get directionsHistory
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 part-time adjunct instructor at UCLA Extension's Personal Financial Planning Program since 2019, teaching courses and developing content. This takes about 10-20% of his time.
Employment History
Current Registrations
Quadrant Private Wealth Management, LLC
Previous Registrations
Compound Planning
Compound Advisers, INC.
Pylon INC
Rockwood Wealth Management, LLC
Catalyst Wealth Advisors LLC
Facet Wealth, INC,
Sullivan, Bruyette, Speros & Blayney, LLC
State Registrations2 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.