Mark Dwyer is a registered investment advisor at Motta Wealth Management LLC, based in Stoneham, MA, with 12 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, High Net Worth, and 4 more. Their firm serves 8 clients with $400K 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 $100K | 1.50% |
| $100K - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
Stoneham, MA
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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 works as a driver for Uber, a transportation company, since 2016. This requires about 10-20% of his time.
Employment History
Current Registrations
Motta Wealth Management LLC
Previous Registrations
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
State Registrations2 states
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