Mark Burger
Mark Burger is a registered investment advisor at Balanced Wealth Strategies LLC, based in Palm Beach Gardens, FL, 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 Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Balanced Wealth Strategies does not charge clients directly for investment services. Instead, the selected wealth manager pays Balanced Wealth Strategies a portion of their fee, which is between 25% and 40% of what the wealth manager charges. The wealth manager's fee is 1% per year for accounts under $5 million and may be lower for larger accounts. This fee covers all costs, and no additional fees are charged to the investor.
Location
Palm Beach Gardens, FL
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Regulatory History
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 →Other Business Activities
Mark is the sole owner of Mark J. Burger PA, a Florida corporation providing tax and advisory services, dedicating most of his time to it. He is also a managing member and owner of GuidePoint PEO, LLC, an AI marketing organization, spending about 10-20% of his time on it.
Employment History
Current Registrations
Balanced Wealth Strategies LLC
State Registrations4 states
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