Advisor at Independence Financial Advisors, LLC
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Firm
Independence Financial Advisors, LLC
Location
Nashua, NH 03064
Credentials
Series 65
Industry experience
7 years
Mark Perkins is a financial advisor with Independence Financial Advisors, LLC in Franklin, NH, holding a Series 65 credential and seven years of industry experience. He is also President and Managing Member of Consolidated Life Producers, where he advises producers on fixed annuities and fixed life insurance products. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, offering portfolio management and financial planning services through defined model allocations and proactive asset management. The firm manages a large client base with a multi-office team and maintains a formal referral relationship with Franklin Savings Bank.
Based on Independence Financial Advisors, LLC
Based on Independence Financial Advisors, LLC
One-time flat fees may be charged if agreed upon with client; no specific amounts stated.
$100,000 - $750,000: 1.0% $750,001 - $1,500,000: 0.90% $1,500,001 - $3,000,000: 0.85% $3,000,001+: Negotiable (Fixed-Income Accounts only, 0.50%) Charitable/Non-Profit+: Negotiable
Hourly fees may be charged if agreed upon with client; no specific rate stated in brochure.
Account minimum: $100,000
33 Main Street, Suite 201
Nashua, NH 03064
Maine · Massachusetts · New Hampshire
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Broker-dealer / trader
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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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