Mark Nehra is a CFP-designated registered investment advisor at Bdfs Capital LLC, based in Rehoboth Beach, DE, with 17 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 762 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BDFS Capital LLC offers portfolio management services for a negotiated annual flat fee, paid in monthly installments. BDFS may also direct clients to Betterment, Inc. as a third-party advisor, with fees ranging from 0.35% to 1.25% for BDFS and 0.15% to 0.25% for Betterment, depending on the amount you invest.
Location
19409 Plantation Rd, Bldg. 2 Unit 1, Rehoboth Beach, DE, 19971
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Mark serves as the Treasurer on the Board of Directors for the Milford Senior Center, focusing on financial analysis and budget decisions, and as President of the Lynnwood Village HOA, handling contracts and board meetings. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Bdfs Capital LLC
Previous Registrations
M. S. Howells & CO.Broker
Waddell & Reed
Waddell & ReedBroker
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations1 state
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.