MB
ChFC

Mark Anthony Berube

23 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
86 clients
Average Client Portfolio
$302K average
Assets Under Management
$26.0M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.75%
$100K - $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%

House-holding is permitted and fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

PAG charges an annual fee based on the amount of assets managed, as shown in the table. For example, a $200,000 account would incur an annual fee of $3,000, billed quarterly. Ticket charges and other transaction costs may also apply. There is no minimum account size. Fees are negotiable, and house-holding is permitted. Clients may terminate the advisory agreement with 30 days' notice, and unearned prepaid fees will be refunded.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

La Quinta, CA

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 1994
Settled
Other Business ActivitiesSells Insurance

Mark is a licensed health and life insurance agent and may receive compensation for insurance products purchased through him.

Employment History
Current Registrations
Patriot Advisory Group
October 2002 - Present · 23 yrs 3 mos
Previous Registrations
Commonwealth Financial Network
April 2002 - April 2005 · 3 yrs
State Registrations2 states
NHTX
Advisor
Exams
No exam information available for this advisor.
Mark Anthony Berube - Financial Advisor | AdvisorDiscover