Advisor at The Private Client Advisory Group, LLC
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Firm
The Private Client Advisory Group, LLC
Location
Manasquan, NJ 08736
Credentials
CFP®, Series 63, Series 65
Industry experience
27 years
Mark Faccone is a CFP® with 27 years of experience in the financial industry. He is currently with The Private Client Advisory Group, LLC, where he has worked since 2020. His prior experience includes roles at Fortis Group Advisors, LLC, LPL Financial, LLC, and Invest Financial Corporation. Outside of advisory services, he is also a licensed insurance agent involved with multiple insurance agencies. The Private Client Advisory Group advises individuals, high-net-worth clients, trusts, charitable organizations, and business entities, providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs a goal-based investment approach tailored to clients’ time horizons and risk tolerances, combining in-house management with third-party managers and outsourced solutions.
Based on The Private Client Advisory Group, LLC
Based on The Private Client Advisory Group, LLC
$0 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001+: Negotiable
Investment Advisor Representatives receive commissions for the sale of securities as registered representatives of LPL Financial LLC; separate compensation typical for insurance and broker/dealer products
$400 per hour for financial planning services
2517 Highway 35, Building L, Suite 100
Manasquan, NJ 08736
Florida · New Jersey · New York · Pennsylvania · Texas
The Private Client Advisory Group LLC
2020 - Present (6 years)
Fortis Group Advisors, LLC
2018 - 2021 (3 years)
LPL Financial, LLC
2018 - Present (8 years)
LPL Financial
2018 - 2018 (1 year)
Mark A. Faccone, Sole Proprietor
2017 - Present (9 years)
The Private Client Advisory Group LLC
2017 - Present (9 years)
Invest Financial Corporation
2005 - 2018 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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