A complete list of active advisors currently associated with Rushwald, Mark Steven

Warmer can help you find a great advisor at Rushwald, Mark Steven or one who fits your needs even better.

Mark Steven Rushwald provides discretionary asset management and financial advice to individual clients and their families, including high‑net‑worth clients. The firm structures services around household portfolios and generally accepts clients meeting a typical household minimum (commonly $250,000). The investment process is customized through in‑person or telephone interviews and the adviser constructs tailored allocations that are generally limited to exchange‑traded funds (ETFs). Portfolios use stop‑loss instructions on all ETFs and incorporate a seasonal defensive ETF allocation in spring and summer, with positions held either long term or traded more actively when appropriate. The firm is a sole‑proprietorship led by a long‑tenured CFP®/CLU practitioner registered since the 1980s and manages roughly $52 million in discretionary assets, and it requires clients to use Charles Schwab for custody and brokerage to receive management services. The adviser is also a licensed insurance agent who may earn commissions on insurance sales (insurance activity represents a small portion of his practice), a disclosed conflict of interest the brochure notes and describes mitigation for.

To learn more about the advisors currently working at Rushwald, Mark Steven, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.