Mark Barefield
Mark Barefield is a registered investment advisor at Guerra Wealth Advisors, based in Miami, FL, with 10 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,200 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Guerra Wealth Advisors manages investments through a wrap fee program, which includes advisory services, trade execution, custody, and reporting for a single fee. The annual investment management fee is a percentage of the value of your portfolio, not to exceed 1.75%. The specific fee is agreed upon in your contract. Fees are deducted directly from your account by the custodian. You can terminate the agreement with written notice, and the fee will be prorated.
Location
6401 SW 87 Avenue, Suite 119, Miami, FL, 33173
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Regulatory History (1)
Customer Dispute
November 2022Other Business ActivitiesSells Insurance
Mark is a debtor/owner of Boomtown Performance LLC for tax/investment purposes since 2021. He also operates under the DBA Alpha Capital Strategies for his LPL business and is an agent selling non-variable insurance, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Guerra Wealth Advisors
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Alpha Capital LLC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Edward Jones
Edward JonesBroker
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.