Mark Distefano is a registered investment advisor at Carr Financial Group, based in Worcester, MA, with 1 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 580 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carr Financial Group offers wealth management services for an annual fee based on the value of your portfolio. This fee can be up to 2.00% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated quarterly, in advance, based on the market value of your portfolio on the last day of the previous quarter.
Location
20 Park Avenue, Ste #201, Worcester, MA, 01605
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Carr Financial Group
Previous Registrations
MML Investors Services, LLCBroker
State Registrations2 states
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