Mark Vasquez is a registered investment advisor at Red Spruce Capital, LLC, based in Berwyn, PA, 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 Investment Management. Their firm serves 143 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor based on the relationship of the client with the investment adviser representative.
Fee Estimator
Location
1055 Westlakes Drive, Suite 300, Berwyn, PA, 19312
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Red Spruce Capital, LLC
State Registrations2 states
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