Mark Bare is a CFP-designated registered investment advisor at Wealthshield Partners, LLC, based in Pinehurst, NC, with 18 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 1,140 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthShield Partners typically charges up to 2.5% annually of the value of your investments for asset management. They may combine account values of family members to determine the fee, potentially resulting in a lower fee. In certain situations, they may bill a flat fee up to $10,000 annually. Fees are billed quarterly in advance, based on the value of your account on the last day of the previous quarter. In certain instances, the fee will be prorated for deposits and withdrawals of $25,000 or more during the quarter.
Location
293 Olmsted Blvd 11b, Suite 7, Pinehurst, NC, 28374
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wealthshield Partners, LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Edward Jones
Edward JonesBroker
State Registrations1 state
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