Mark Bentley is a registered investment advisor at Strive Retirement Group, based in Ringoes, NJ, with 12 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 14 clients with $6.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The advisory fee is determined based on level of engagement of SRG services which could include investment selection assistance, financial plan-level consulting and investment consulting and education requested. Fees are generally negotiable.
Fee Estimator
Location
Ringoes, NJ
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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 is an investment adviser representative with Excel Wealth Management.
Employment History
Current Registrations
Strive Retirement Group
Previous Registrations
Excel Wealth Management, LLC
Paychex Securities CorporationBroker
State Registrations8 states
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.