Mark Saran
Mark Saran is a registered investment advisor at North Shore Private Asset Management, LLC, based in Lake Forest, IL, with 45 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 202 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
North Shore offers investment management services through three programs, charging an annual fee based on the amount of your portfolio. The fee varies between 0% and 1.25% for Custom Portfolio Management and Asset Allocation Accounts, and between 0% and 0.75% for Institutional Asset Management. The exact fee depends on the amount you invest and the services you need. These fees do not include brokerage commissions, mutual fund fees, custodial fees, or other related expenses.
Location
222 E. Wisconsin Ave, Suite 102, Lake Forest, IL, 60045
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1995Other Business ActivitiesSells Insurance
Mark is a board member for Ironwood Industries (manufacturing) and the Lake Forest Library Foundation, and owns rental properties. He is also a managing member of Investmark, LLC, an independent insurance agent and pass-through company for RIA fees, and dedicates about a quarter of his time to North Shore Private Asset Management.
Employment History
Current Registrations
North Shore Private Asset Management, LLC
Level Four Financial, LLCBroker
Previous Registrations
North Shore Private Asset Management, LLC
North Shore Private Asset Management, LLC
North Shore Private Asset Management, LLC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
North Star Investment Management Corporation
North Star Investment Services, INC.Broker
Edward JonesBroker
Ogilvie & Taylor Securities CorporationBroker
Northern Trust Securities, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations30 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.