Mark Tennenbaum is a registered investment advisor at Leyland Cypress, LLC, based in Venice, CA, with 3 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 2 clients with $570K 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% |
Flat 2% for retail clients, 1% for institutional clients. $150,000 minimum investment.
Fee Estimator
Location
Venice, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is the Chief Financial Officer for multiple businesses: Life UnLocked Partners LLC (investment advising), Tennenbaum & Kelly, Inc. (consulting), MailRoute, Inc. (email security), and SCBI Online Store, LLC (skincare). He dedicates a few hours per week to each of the non-investment related roles and a few hours per week to Life Unlocked Partners.
Employment History
Current Registrations
Leyland Cypress, LLC
Life Unlocked Partners LLC
State Registrations1 state
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