Mark Singer
Mark Singer is a registered investment advisor at M Holdings Securities, INC., based in Newark, DE, with 5 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
131 Continental Dr., Ste 206, Newark, DE, 19713
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Regulatory History (1)
Criminal
May 2010Other Business ActivitiesSells Insurance
Mark is a registered representative and advisor at Newton One, LLC, offering insurance and investment advice since 2020. This activity takes about half of his time.
Employment History
Current Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
State Registrations10 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.