Mark Scordato & Associates offers financial planning services, specifically focused on seniors and retirement issues. They provide hourly consultations for oral advice and written financial plans tailored to client needs, covering retirement, estate, college, tax, and charitable giving. Mark Scordato also works with GF Investment Services and Global Financial Private Capital.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive Financial Plan:
- If your assets are less than $150,000: $1,500
- If your assets are between $150,000 and $500,000: $2,000
- If your assets are over $500,000: $2,500
- Basic Retirement, College, or Estate Plan:
- If your assets are less than $150,000: $750
- If your assets are between $150,000 and $500,000: $1,000
- If your assets are over $500,000: $1,250
One-Time Plan:$750 - $2,500
Hourly Rate:$250 - $350/hr
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