Mark Janci is a CFP-designated registered investment advisor at Halbert Hargrove, based in Long Beach, CA, with 24 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,449 clients with $3.5B 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 $5.0M | 1.00% |
| $5.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
Fees are negotiable. The firm may charge a lesser or higher investment advisory fee, charge a flat fee, waive applicable minimum asset or minimum fee levels, waive its fee entirely, or charge fee on a different interval, based upon certain criteria.
Fee Estimator
Location
111 West Ocean Boulevard, 23rd Floor, Long Beach, CA, 90802-7908
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2003Employment History
Current Registrations
Halbert Hargrove
Previous Registrations
Northwestern Mutual Investment Services,llc
Network Planning Advisors, L.L.C.
Northwestern Mutual Wealth Management Company
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.