Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees vary depending on the service. Compass and AdvisorFX accounts have advisor fees (up to 2% of assets) and platform fees. Financial planning is offered at $300/month, $300/hour, or up to $35,000 flat. Align Wealth Management is a fixed annual fee of $15,000-$75,000. Pontera platform fee is 0.25% charged quarterly. The Advisor fee is negotiable between you and your Financial Professional. Some Financial Professionals will choose to pay the Platform Fee on your behalf, and some Financial Professionals have negotiated for no Platform Fee.
Areas of Practice
Advisor Information
Office location
1630 Empire Blvd, Suite 100, Webster, NY, 14580
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is a financial advisor and investment advisor representative with Bright Futures Wealth Management LLC, spending nearly full-time on these roles. He also owns rental real estate and works as a financial professional for Equimark East, LLC, dedicating about 10-20% of his time to the latter.