Mark Seiler is a PFS-designated registered investment advisor at Seiler & Associates, LLC, based in Pasadena, CA, with 25 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 64 clients with $60M 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 $350K | 1.60% |
| $350K - $500K | 1.25% |
| $500K - $650K | 1.00% |
| $650K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.66% |
| $3M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Contact
Mark Seiler
Location
3452 E. Foothill Blvd., Suite 400, Pasadena, CA, 91107
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Mark is a Principal with Seiler & Associates Certified Public Accountants, providing accounting, estate planning, and tax preparation services since 1998. This takes about half of Mark's time.
Employment History
Current Registrations
Seiler & Associates, LLC
State Registrations1 state
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Exams