Mark D Browne
Advisor at JFS Wealth Advisors, LLC — Pittsburgh, PA
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.
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.
Credentials
Series 65
Experience Industry experience
2 years
Location
Pittsburgh, PA 15222
JFS Wealth Advisors, LLC
Multi-team
Mark Browne is a financial advisor at JFS Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 65 designation with two years of industry experience. He previously worked at Sundance Advisors from 2016 to 2024 before joining JFS Wealth Advisors. JFS Wealth Advisors is a multi-team registered investment adviser providing wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee guided by Modern Portfolio Theory to manage portfolios, offering both discretionary and non-discretionary investment solutions.
Based on JFS Wealth Advisors, LLC
Based on JFS Wealth Advisors, LLC
Fixed fees for financial planning and consulting services ranging from $2,400 to $5,400; fixed fees for other services as agreed
$0 - $1,000,000: 1.0% $1,000,001 - $2,000,000: 0.9% $2,000,001 - $3,000,000: 0.8% $3,000,001 - $4,000,000: 0.7% $4,000,001+: 0.6%
JFS Risk Management, LLC offers insurance products on commission basis
Hourly charges apply for tax preparation, advisory, consulting, and other services; rates depend on professional and complexity
Account minimum: $600,000 Minimum fee: Wealth Management Services minimum $1,500 per quarter; Investment Advisory Services minimum $750 per quarter; Family Wealth Services minimum $8,500 per quarter; Business Retirement Plan Services minimum $3,000 per year / $750 per quarter, not to exceed $1,000 per participant Fee-only: Fixed fees range from $2,400 to $5,400 plus AUM fees from 0.6% down to 0.1% for clients with less than $600,000 in assets; Fixed fees and hourly rates apply for financial planning, tax return preparation, advisory and consulting services
Pittsburgh, PA
Six Ppg Place, Suite 1250
Pittsburgh PA 15222
Advisors at this office
11
Pennsylvania
2 years of industry experience
JFS Wealth Advisors, LLC
2024 - Present • 2 years
Pittsburgh, PA
JFS Wealth Advisors, LLC
2024 - 2024 • 1 year
Pittsburgh, PA
Sundance Advisors
2016 - 2024 • 8 years
Pittsburgh, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
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.
Is not active or affiliated with:
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.
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