TrueAdvisor
TrueAdvisor
MB
ChFC
MB
ChFC

Mark Bredin

Wealthcare Advisory Partners LLC
50 Years of Experience
West Chester, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Mark Bredin is a ChFC-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in West Chester, PA, with 50 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 10,948 clients with $8.3B in assets under management.

Wealthcare Advisory Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
176 advisors
Number of Clients
10,948 clients
Average Client Portfolio
$757K average
Assets Under Management
$8.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.85%

Maximum fee rate is up to 1.85% based on account size, investment types, and restrictions. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1065 Andrew Drive, West Chester, PA, 19380

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2007
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Mark is an agent selling non-variable life insurance, dedicating minimal time to this activity. He also provides investment advisory services through Wealthcare Advisory Partners, LLC, and Bredin Investment Services, spending a significant amount of time on these investment-related activities.

Employment History
Current Registrations
Wealthcare Advisory Partners LLC
December 2014 - Present · 11 yrs 10 mos
LPL Financial LLCBroker
June 2014 - Present · 12 yrs 4 mos
Previous Registrations
LPL Financial LLC
July 2014 - November 2015 · 1 yr 4 mos
Cambridge Investment Research Advisors, INC.
July 2010 - July 2014 · 4 yrs
Cambridge Investment Research, INC.Broker
March 2005 - July 2014 · 9 yrs 4 mos
Lockwood Financial Services, INC.Broker
August 1997 - April 2005 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - August 1997 · 18 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
November 1975 - September 1978 · 2 yrs 10 mos
State Registrations49 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in West Chester, PA →All financial advisors in Pennsylvania →