Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees are negotiable, ranging from $1,000 to $10,000 for fixed-fee plans, depending on the services required. Hourly fees range from $100 to $500. Portfolio management fees are also negotiable. Insurance products are sold separately, and assets allocated to insurance are not subject to advisory fees.
Areas of Practice
Advisor Information
Office location
633 W 5th Street, Suite 1050, Los Angeles, CA, 90071
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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 owns Biggs Financial Services, an accounting/tax firm, and is a licensed insurance agent selling life and health insurance. He also owns multiple real estate entities, dedicating minimal time to them, and spends about a quarter of his time on life insurance and annuity sales.