Mark Huston
Mark Huston is a CFP-designated registered investment advisor at Missionsquare Wealth Management, based in Havertown, PA, with 39 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.70% |
| $100K - $500K | 0.65% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.55% |
This fee schedule is for the Unified Managed Account (UMA) Program. The Digital Adviser program has a flat fee of 0.40%. Fees are non-negotiable, but may be aggregated across household accounts. Up to 1% of your account will be held in a cash sweep vehicle and excluded from the wrap fee.
Fee Estimator
Location
Havertown, PA
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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 Retirement
Missionsquare Wealth Management
Missionsquare Wealth ManagementBroker
Previous Registrations
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.