Mark Boujikian is a CFP-designated registered investment advisor at Keymark Financial, based in Rolling Hills Estates, CA, with 14 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 120 clients with $29M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fees are negotiable.
Fee Estimator
Location
500 Silver Spur, Suite 203, Rolling Hills Estates, CA, 90275
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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.
Learn about disclosures →Other Business Activities
Mark works as a bookkeeper for wildlife rehabilitation, dedicating about 10% of his time during business hours. This activity is not investment-related.
Employment History
Current Registrations
Keymark Financial
Previous Registrations
Harris Financial Advisors, INC.
Whelan Financial
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.