MW
MW

Mark Weiner

2 Years of Experience
Mt. Laurel, NJ
Broker

Mark Weiner is a registered investment advisor at Bc Advisors, LLC, based in Mt. Laurel, NJ, 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 Investment Management. Their firm serves 104 clients with $4.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
104 clients
Average Client Portfolio
$43.9M average
Assets Under Management
$4.6B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$50,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50.0M0.50%
$50.0M - $100.0M0.40%
$100M+0.40%

Fees negotiable for accounts over $100,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

102 Gaither Drive, Suite 5, Mt. Laurel, NJ, 08054

Get directions

History

Regulatory History
Clean regulatory record

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
Bc Advisors, LLC
February 2025 - Present · 1 yr 3 mos
Mafg RIA Services, INC.
February 2024 - Present · 2 yrs 3 mos
Mafg RIA Services, INC.Broker
February 2024 - Present · 2 yrs 3 mos
State Registrations1 state
NJ
Advisor

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.

Exams
No exam information available for this advisor.
Mark Weiner - Financial Advisor | TrueAdvisor