Mark Tracy is a CFP-designated registered investment advisor at Enduring Wealth Advisors, based in Temecula, CA, with 13 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 230 clients with $110M 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 | 1.50% |
Maximum annual fee.
Fee Estimator
Location
27555 Ynez Road, Suite 212, Temecula, CA, 92591
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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 operates Enduring Wealth Advisors as a DBA for his LPL business and provides investment advisory services through Enduring Wealth Advisors, spending nearly full-time on these activities. He also volunteers as a team manager for Placentia Pony Baseball, dedicating about a quarter of his time.
Employment History
Current Registrations
Enduring Wealth Advisors
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations21 states
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