Advisor at Verdence Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Alexandria, VA 22314
Credentials
CFP®, Series 63, Series 65
Industry experience
31 years
Mark Amberg is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Verdence Capital Advisors, LLC since 2023. His prior experience includes twelve years at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he owns and leases residential properties in Alexandria, Virginia. Verdence Capital Advisors serves a diverse client base including high-net-worth individuals, business entities, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and consulting, employing a blend of fundamental, technical, and cyclical analysis across various investment vehicles tailored to client objectives.
Based on Verdence Capital Advisors, LLC
Based on Verdence Capital Advisors, LLC
Fixed fees generally range from $5,000 to $100,000 for financial planning and consulting services.
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.65% $25,000,001 - $50,000,000: 0.55% $50,000,001 - $100,000,000: 0.45% $100,000,001+: 0.30%
Hourly rates range from $250 to $500 depending on service and professional.
Account minimum: $10,000 minimum annual fee Minimum fee: Minimum annual fee of $10,000, negotiable and may be reduced or waived based on certain criteria. Fee-only: Financial planning and consulting fees negotiable, generally $5,000 to $100,000 fixed fee or $250 to $500 hourly rate.
44 Canal Center Plaza, Suite 550
Alexandria, VA 22314
Virginia
Verdence Capital Advisors, LLC
2023 - Present (3 years)
Bank Of America, N.A.
2011 - 2023 (12 years)
Merrill
2011 - 2023 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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