Mark Sauer is a registered investment advisor at All One Wealth, LLC, based in Camarillo, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 89 clients with $43M 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 $20K | 2.00% |
| $20K - $100K | 1.95% |
| $100K - $300K | 1.85% |
| $300K - $500K | 1.75% |
| $500K - $1.0M | 1.65% |
| $1.0M - $2.5M | 1.55% |
| $2.5M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees negotiable for accounts over $20,000,001.
Fee Estimator
Location
Camarillo, CA
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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 the Managing Member, CEO, and Founder of Spiritual Narcissist, LLC, a retail clothing business, dedicating about 10-20% of his time. He is also an advisor and owns 3.5% of Templa Inc., a mindfulness and meditation app company, spending a few hours per week.
Employment History
Current Registrations
All One Wealth, LLC
Previous Registrations
Npb Financial Group, LLC
Npb Financial Group, LLCBroker
Butorac Wealth Management INC
Financial West Group
Financial West GroupBroker
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.