Mark Marinzoli
Mark Marinzoli is a registered investment advisor at Keystone Wealth Management Services INC, based in Glen Mills, PA, 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 High Net Worth, Investment Management. Their firm serves 32 clients with $78M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Keystone Wealth Management charges a percentage of your portfolio annually for investment management services. The annual fee ranges from 0.50% to 1.50%. Fees are calculated based on the value of your account at the end of each quarter or daily, depending on the custodian. Fees are negotiable based on the complexity of your situation and the amount of assets managed. There is a minimum account size of $250,000.
For qualified clients (those with at least $1 million under management or a net worth over $2.1 million), Keystone Wealth Management also charges a performance-based fee, generally not exceeding 20% of the capital appreciation in the account each quarter.
Location
535 Baltimore Pike, Glen Mills, PA, 19342
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark owns a vacation rental property through Sprink Investments LLC, dedicating minimal time to it. He is also a VP & Partner at Keystone Family Office Inc., providing accounting, tax, and business advisory services, taking up nearly a full-time commitment.
Employment History
Current Registrations
Keystone Wealth Management Services INC
State Registrations2 states
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