Mark Huston is a CFP-designated registered investment advisor at Missionsquare Wealth Management, based in Longwood, FL, with 40 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
The wrap fee is a flat 0.30% annually, charged quarterly in arrears. Cash portions of the account are excluded from the fee. The fee is non-negotiable, though the firm may waive all or a portion in its sole discretion.
Fee Estimator
Location
Longwood, FL
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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 →Employment History
Current Registrations
Missionsquare Wealth Management
Missionsquare Wealth ManagementBroker
Missionsquare Wealth Management
Previous Registrations
Missionsquare Retirement
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Touchstone Securities, INC.Broker
Touchstone Advisors INC
Dbsi Securities CorporationBroker
Ing Investment Management CO.
Ing Funds Distributor, LLCBroker
Nationwide Investment Services CorporationBroker
Nationwide Advisory Services, INC.Broker
Nicholas-Applegate Securities (a California Limited Partnership)Broker
First Union Brokerage Services, INC.Broker
Acg Capital CorporationBroker
Alliance Fund Distributors, INC.Broker
Alliance Fund Distributors, INC.Broker
Eaton Vance Distributors, INC.Broker
The Dreyfus Service CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Charleston Securities, INC.Broker
Painewebber IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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