Mark Andraos is a CFP-designated registered investment advisor at Regency Wealth Management, based in Ramsey, NJ, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 312 clients with $640M 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 $2.5M | 1.10% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.35% |
Fees are negotiable in certain circumstances. Minimum annual fee of $11,000 applies.
Fee Estimator
Location
500 North Franklin Turnpike, Suite 212, Ramsey, NJ, 07446
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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 →Employment History
Current Registrations
Regency Wealth Management
Previous Registrations
Regency Wealth Management
Fountainhead Am, LLC
Heller Wealth Advisors, LLC.
Prestige Wealth Management Group, LLC
State Registrations1 state
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.
Exams
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