Mark Reiner is a registered investment advisor at Mr Advisors, LLC, based in Cresskill, NJ, with 16 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, High Net Worth, Investment Management, and 2 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$14.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. The fee is 0.50% for fixed income, 1.00% for equities, and 0.75% for a mix of fixed income and equities.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Cresskill, NJ
Get directionsHistory
Regulatory History (2)
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Regulatory
December 1980Final
Employment Separation After Allegations
December 1980Other Business Activities
Mark is self-employed as a CPA, but is not currently practicing.
Employment History
Current Registrations
Mr Advisors, LLC
December 2010 - Present · 15 yrs 5 mos
Previous Registrations
International Exchange Brokers, LLC.Broker
October 1998 - July 1999 · 9 mos
First New York Securities L.L.C.Broker
May 1995 - July 1995 · 2 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.