Mark Chingren
Advisor at SPC
Updated today
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.
Fee options
Fixed fees for comprehensive and segmented financial plans (specific amounts not stated)
$0 - $500,000: 1.40% $500,001 - $1,000,000: 1.20% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $50,000,000: 0.60% $50,000,001+: 0.12%
Hourly financial planning fees (specific hourly rates not stated)
Ongoing consulting services fees charged monthly or quarterly as agreed with client
Fee-only: Hourly fees for financial planning and consulting services; fixed fees for comprehensive and segmented financial plans; ongoing consulting services fees on a monthly or quarterly basis, as agreed with client
Work history
Parkland Securities
2014 - Present (12 years)
Transamerica Life Companies
1983 - Present (43 years)
Chingren Agency
1983 - Present (43 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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