Mark Berube is a ChFC-designated registered investment advisor at Patriot Advisory Group, based in La Quinta, CA, with 23 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 86 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. House-holding is permitted.
Fee Estimator
Location
La Quinta, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 1994Other Business ActivitiesSells Insurance
Mark is a licensed health and life insurance agent and may receive compensation for insurance products purchased through him.
Employment History
Current Registrations
Patriot Advisory Group
Previous Registrations
Commonwealth Financial Network
State Registrations2 states
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.