Mark Torres is a CFP-designated registered investment advisor at Mayfield Advisors, INC., based in Palo Alto, CA, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 40 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7M+ | 0.60% |
Fees may be negotiable. A minimum of $500,000 of assets under management is required for mutual fund and equity management services (including bond funds). A separate minimum of $400,000 is generally required for management services of portfolios of individual fixed income securities.
Fee Estimator
Location
438 Cambridge Avenue, Suite 100, Palo Alto, CA, 94306-1404
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Regulatory History (1)
Criminal
January 2004Employment History
Current Registrations
Mayfield Advisors, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Vanguard Marketing CorporationBroker
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.