Mark Patzer is a registered investment advisor at Compound Planning, INC., based in Novato, CA, with 8 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,352 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compound Planning offers investment management services, but the fees are not directly charged to individual investors. Instead, Compound provides these services to financial intermediaries, who then charge their own fees to their clients. Compound also offers a Turnkey Asset Management Program (TAMP) with fees ranging from 0.25% to 2.00% of assets under management, depending on the services selected by the financial intermediary.
Location
Novato, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is a sales manager for Visual Display Specialists, a CCTV monitor distributor and sales firm, since 2017. This non-investment related activity takes minimal time.
Employment History
Current Registrations
Compound Planning, INC.
Previous Registrations
Miracle Mile Advisors, LLC
Karp Capital Management Corporation
Boyd Wealth Management, LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
State Registrations2 states
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.