Mark Francis Astrinos
MA
CFP · PFS
Mark Francis Astrinos
MA
CFP · PFS

Mark Astrinos

13 Years of Experience
Los Gatos, CA

Mark Astrinos is a CFP, PFS-designated registered investment advisor at Libra Wealth LLC, based in Los Gatos, CA, with 13 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, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 120 clients with $470M in assets under management.

Compensation
Fixed/Hourly
Firm Size
4 advisors
Number of Clients
120 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$473.7M

Fee Structure

Libra Wealth offers investment management services for a fixed annual fee, determined on a case-by-case basis, ranging from $3,000 to $15,000. The fee depends on the complexity of your financial situation, the amount you invest, and the estimated time involved. Fees may be negotiable.

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Contact

Mark Francis Astrinos
MA
Mark Astrinos

Location

16185 Los Gatos Blvd, Suite 205, Los Gatos, CA, 95032

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Libra Wealth LLC
April 2017 - Present · 9 yrs
Previous Registrations
Chamberlain Financial Planning & Wealth Management
January 2018 - December 2020 · 2 yrs 11 mos
Vista Wealth Management, LLC
May 2012 - February 2017 · 4 yrs 9 mos
State Registrations2 states
CATX
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.
Additional Information

Your Money.

Mark Francis Astrinos
MA
Contact
Mark Astrinos