Mark Bosley is a registered investment advisor at Townsend, based in Westminster, CO, with 12 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,514 clients with $1.5B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,514 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.5B
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.89% |
| $10.0M - $20.0M | 0.80% |
| $20.0M - $40.0M | 0.73% |
| $40M+ | 0.68% |
Fees are negotiable based on the complexity of the engagement and services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2761 W. 120th Ave., Suite 200, Westminster, CO, 80234
Get directionsHistory
Regulatory History (1)
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Financial
June 2021Final
Employment History
Current Registrations
Townsend
June 2026 - Present · 4 mos
Private Client Services, LLCBroker
November 2025 - Present · 11 mos
Previous Registrations
Advice and Planning Services
August 2021 - July 2025 · 3 yrs 11 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
July 2016 - July 2025 · 9 yrs
Nylife Securities LLCBroker
August 2013 - May 2016 · 2 yrs 9 mos
State Registrations1 state
CO
AdvisorBrokerBoth
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
No exam information available for this advisor.
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