Mark Pingree is a CFP-designated registered investment advisor at Fog City Advisors, LLC, based in Albany, CA, with 11 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Divorce Planning, Education Planning, and 6 more. Their firm serves 114 clients with $140M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable and may be lower based on various criteria.
Fee Estimator
Contact
Mark Pingree
Location
828 San Pablo Ave., Suite 210B, Albany, CA, 94706
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fog City Advisors, LLC
Previous Registrations
Fog City Advisors, LLC
Northgate Advisors
State Registrations1 state
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