MP

Mark William Pearson

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
860 clients
Average Client Portfolio
$579K average
Assets Under Management
$497.8M

Fee Structure

Minimum Investment:$500K
Financial Plan Fee:From $5,000
Hourly Rate:Up to $250/hr

Nepsis charges a maximum annual advisory fee of 2.50% of assets under management, billed quarterly in advance. This fee is negotiable. An additional asset-based pricing (ABP) fee is charged in lieu of standard ticket charges: 0.20% on the first $75,000, 0.12% from $75,001 to $2,000,000, and 0.08% above $2,000,001. There is also a quarterly performance reporting/account maintenance fee of $21.25 per account. Financial planning and consulting are offered at an hourly rate of $250 or a fixed fee ranging from $5,000 and up, depending on complexity. A minimum of $500,000 is required to open and maintain an advisory account.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningHigh Net Worth
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Advisor Information

Office location

Two Meridian Crossings, Suite 400, Minneapolis, MN, 55423

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Regulatory History (1)
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Customer Dispute
May 2003
Denied
Other Business ActivitiesSells Insurance

Mark is the CEO of Sky3D Atiken Holdings LLC, Sparky12 LLC, Nepsis Insurance Services LLC, and MJP Resources LLC. He spends minimal time on each of these activities, which include holding passive investments and operating an insurance agency.

Employment History
Current Registrations
Nepsis, INC.
March 2010 - Present · 15 yrs 10 mos
Previous Registrations
Qa3 Financial LLC
March 2004 - December 2006 · 2 yrs 9 mos
State Registrations2 states
MNTX
Advisor
Exams
No exam information available for this advisor.