Mark Swoboda is a registered investment advisor at Mirador Capital Partners, based in Pleasanton, CA, with 2 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 641 clients with $900M in assets under management.
Compensation
Firm Size
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Fee Structure
Mirador Capital Partners charges a percentage of your portfolio for comprehensive portfolio management, not to exceed 2.00% annually. The exact fee is negotiable and detailed in your advisory agreement. Fees are billed quarterly in advance. Performance-based fees may be charged to certain qualified clients, up to 25% of net profits exceeding a 6% annualized return.
Location
6700 Koll Center Parkway, Suite 230, Pleasanton, CA, 94566
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mirador Capital Partners
State Registrations1 state
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