Mark David Reitsma
Advisor at Regency Wealth Management — Ramsey, NJ
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
CFP®, Series 66
Experience Industry experience
24 years
Location
Ramsey, NJ 07446
Regency Wealth Management
Team
Total advisors
7Clients per advisor
41 LowAvg AUM per client
$2,043,480 HighHNW client ratio
64% Very HighMark Reitsma is a CFP® and holds a Series 66 license, with 23 years of experience in the financial industry. He has been with Hudson Capital Management LLC doing business as Regency Wealth Management since 2010. Regency Wealth Management provides wealth management, investment advisory services, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, foundations, and businesses. The firm serves clients with investible assets generally over $1 million and manages accounts primarily on a discretionary basis using a mix of fundamental and technical analysis.
Based on Regency Wealth Management
$0 - $2,500,000: 1.10% annually $2,500,000 - $5,000,000: 0.75% annually $5,000,000+: 0.35% annually
Account minimum: $1,000,000 Minimum fee: $11,000 minimum annual fee for Wealth Management and Investment Advisory clients Fee-only: Fee-only firm; no transaction-based compensation accepted
Ramsey, NJ
500 North Franklin Turnpike, Suite 212
Ramsey NJ 07446
Advisors at this office
7
New Jersey
24 years of industry experience
Hudson Capital Management Llc Dba Regency Wealth Management
2010 - Present • 16 years
Midland Park, NJ
LPL Financial
2006 - 2010 • 4 years
Midland Park, NJ
Waddell & Reed
2002 - 2006 • 4 years
Midland Park, NJ
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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