Mark Petersen is a registered investment advisor at Crescent Advisor Group, INC., based in Plano, TX, with 35 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 228 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crescent Advisor Group's (CAG) investment management fees are based on a percentage of your portfolio's value. There are two fee schedules:
- Value Advisor Plus:
- Equity/Funds: 1.0625% annually
- Debt Instruments (over $100k): 0.60% annually
- Standard Fees:
- $0 - $249,999.99: 2.50% annually
- $250,000.00 - $499,999.99: 2.25% annually
- $500,000.00 - $999,999.99: 2.00% annually
- Over $1,000,000.00: Negotiable
CAG may maintain a Limited Power of Attorney for Managed Accounts for the purposes of directing and or otherwise effecting investments on behalf of Managed Accounts, for the direct payment of CAG's fees, and for other charges incurred by the Managed Account.
Location
4975 Preston Park Blvd., Suite 820, Plano, TX, 75093
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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 →Employment History
Current Registrations
Crescent Advisor Group, INC.
Crescent Securities Group, INC.
Crescent Securities Group, INC.Broker
Previous Registrations
Green Vista Capital, LLCBroker
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Colorado Financial Service Corporation
Colorado Financial Service CorporationBroker
Emerson Equity LLC
Emerson Equity LLCBroker
Behringer Securities LPBroker
Fs2 Capital Partners, LLCBroker
William Blair Funds Placement Group, L.L.C.Broker
William Blair & Company L.L.C.Broker
William Blair & Company L.L.C.
Jesup & Lamont Securities CORPBroker
Cnl Institutional Advisors, INC.
Cnl Securities CORP.Broker
Equus Securities IncorporatedBroker
Vms Securities, INC.Broker
State Registrations1 state
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.