Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
34 advisors
Number of Clients
667 clients
Average Client Portfolio
$225K average
Assets Under Management
$150.1M

Fee Structure

Financial Plan Fee:$250 - $5,000
Hourly Rate:$100 - $350/hr

Portfolio management fees range from 0.25% to 2.50% annually, depending on the amount of assets managed. There is also a monthly service and reporting fee. Financial planning fees are either hourly ($100-$350) or a flat fee ($250-$5,000). Pension consulting services are also offered at an hourly rate or a percentage of plan assets. Clients are responsible for third-party fees. Fees are negotiable, but there is a minimum fee of 25 basis points per year based on assets under management which may be waived at IFSA’s sole discretion.

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

Office location

Riverside, CA

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Regulatory History (1)
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Judgment / Lien
January 2018
Other Business ActivitiesSells Insurance

Mark is involved in several insurance-related activities, including medical health insurance sales, health and dental insurance, life insurance, annuities, LTC, and Medicare sales. These activities collectively take about 10-20% of Mark's time.

Employment History
Current Registrations
Infinity Financial Services Advisory
December 2020 - Present · 5 yrs 1 mo
Infinity Financial ServicesBroker
October 2018 - Present · 7 yrs 3 mos
Previous Registrations
Infinity Financial Services
October 2018 - December 2020 · 2 yrs 2 mos
Woodbury Financial Services, INC.
June 2009 - October 2018 · 9 yrs 4 mos
Woodbury Financial Services, INC.Broker
June 2009 - October 2018 · 9 yrs 4 mos
UBS Financial Services INC.
May 2008 - July 2009 · 1 yr 2 mos
UBS Financial Services INC. Broker
May 2008 - July 2009 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 1998 - May 2008 · 9 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
May 1998 - May 2008 · 10 yrs
Pruco Securities Corporation Broker
August 1997 - April 1998 · 8 mos
State Registrations2 states
CANV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.