Mark Lobello is a registered investment advisor at Catalyst Financial Partners, based in Boston, MA, with 4 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 328 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
CFP offers investment management services where fees are paid monthly, based on the average daily balance of your portfolio. The exact fee is negotiable but cannot exceed 1.5% if you work directly with CFP. If you are referred to CFP through a financial representative, the fee cannot exceed 1.9%, which includes fees paid to the representative. The fee includes brokerage commissions and expenses related to financial planning. Clients may incur additional charges imposed by custodians and third-party investment managers.
Location
One Marina Park Drive, 16th Floor, Boston, MA, 02210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Catalyst Financial Partners
State Registrations2 states
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