Mark Rylance is a CFP-designated registered investment advisor at Rs Crum INC., based in Newport Beach, CA, with 19 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 319 clients with $620M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Effective AUM rates range from 0.4% - 1.00% annually. Fees are negotiable and may be discounted depending on the scope and complexity of the services provided, the total value of assets managed, the number of accounts and/or the individual needs of the client. Discounts may take the form of a lower starting annual percentage and/or amended AUM break points. Accounts may also be subject to a minimum quarterly fee. Some legacy clients may have different fee schedules documented in their advisory agreement.
Fee Estimator
Contact
Mark Rylance
Location
4 Upper Newport Plaza Drive, Suite 201, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Rs Crum INC.
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
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.
Exams
Additional Information
Mark is President of RS Crum, Inc. and has spent the last nine years providing financing planning solutions to high net worth and high income individuals. Prior to joining RS Crum, Mark spent six years as a financial consultant in the Private Client Group at Merrill Lynch.