MP
CFA
MP
CFA
Mark Painter
12 Years of Experience
Cranford, NJ
1 Disclosure
Mark Painter is a CFA-designated registered investment advisor at Everguide Financial Group, LLC, based in Cranford, NJ, with 12 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 3 more. Their firm serves 81 clients with $35M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
81 clients
Average Client Portfolio
$436K average
Assets Under Management
$35.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.85% |
| $20M+ | 0.70% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
20 Commerce Dr, Suite 135, Cranford, NJ, 07016
Get directionsHistory
Regulatory History (1)
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Criminal
April 2002Final Disposition
Employment History
Current Registrations
Everguide Financial Group, LLC
June 2016 - Present · 9 yrs 10 mos
Previous Registrations
Sel Asset Management, LLC
April 2013 - December 2016 · 3 yrs 8 mos
State Registrations2 states
NJPA
Advisor
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
No exam information available for this advisor.