Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on plan assets and the scope of services provided, and are negotiable. Fees can be charged as a percentage of assets or as a flat fee, and are billed monthly or quarterly in arrears. Clients are responsible for third-party fees. There is no account minimum for any of Shuster’s services.
Areas of Practice
Advisor Information
Office location
155 N. Lake Ave., Suite 950, Pasadena, CA, 91101
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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 ActivitiesSells Insurance
Mark is involved in numerous business activities, including Shuster Financial Group, Shuster Financial and Insurance Services, and several real estate investment companies. He also serves on advisory boards for various organizations and is involved with fixed life settlements, suggesting some involvement in insurance-related products.