Mark Stanley
Mark Stanley is a registered investment advisor at Osaic Wealth, INC., based in Bellevue, WA, with 9 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
10900 NE 4th Street, Ste 2300, #2413, Bellevue, WA, 98004
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Regulatory History (2)
Customer Dispute
June 2024Customer Dispute
November 2023Other Business ActivitiesSells Insurance
Mark is involved in several business activities, including a networking group for optometrists, insurance sales and support through Pacific Capital Resource Group Inc and F-Squared Financial LLC, and as the founder and financial advisor for Momentum Wealth Advisors LLC. He dedicates about half his time to Pacific Capital Resource Group Inc and F-Squared Financial LLC, and full-time to Momentum Wealth Advisors LLC.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
State Registrations8 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.