Mark Perez is a registered investment advisor at Paradigm Wealth Advisory LLC, based in Windermere, FL, 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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 283 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 0.25% to 2.00% depending on asset levels, complexity, and overall relationship. Fees are negotiable.
Fee Estimator
Location
Windermere, FL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mark owns rental real estate, dedicating a few hours per week to it. He also operates Paradigm Wealth Management, LLC, a DBA for his LPL business, which is a full-time commitment. Additionally, Mark is involved with Infinity Real Group, providing mortgage/real estate services, spending minimal time on this activity.
Employment History
Current Registrations
Paradigm Wealth Advisory LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial 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.
Exams
More Advisors
- Scott Pollaci, CFA, CFPOsaic Wealth, INC.
- Daniel Emerson, CFPElevation Point Wealth Partners, LLC
- Thomas Turiano, CFP, ChFC
- Kevin Collignon, CFPPrincipal Securities, INC.
- Jeffrey Kuchinsky, CFPIpi Wealth Management, INC.
- Kyle Wassmann, CFPJ.P. Morgan Securities LLC