Mark Delucia
Mark Delucia is a registered investment advisor at Goldman Sachs Wealth Services, L.P., based in Denver, CO, with 14 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, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 121,236 clients with $26B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Goldman Sachs Wealth Services charges fees for managing your investments, which are calculated as a percentage of the assets in your account. There are two main fee models:
- Strategy-based fees: Fees are based on the specific investment strategy used.
- Comprehensive Pricing Program (CPP): A comprehensive fee model with a maximum advisory fee of 1.50%. This model is suitable for clients who invest across a number of asset classes.
In addition to advisory fees, you may also pay transaction fees, custody fees, and underlying fund fees. Fees are negotiable and can vary based on factors like the services provided, the amount you invest, and any corporate affiliations.
Location
200 Clayton Street, Suite 700, Denver, CO, 80206
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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 an advisory board member at Jewish Vocational Services, a non-profit organization, since 2008, dedicating minimal time. His duties include reviewing the organization's financial performance and recommending community programs.
Employment History
Current Registrations
Goldman Sachs Wealth Services, L.P.
Goldman Sachs & CO. LLC
Goldman Sachs & CO. LLCBroker
Previous Registrations
Goldman Sachs Personal Financial Management
Goldman Sachs Personal Financial Management
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
State Registrations53 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.