SV

Sandor Valner

9 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$83.5M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5.0M - $20.0M0.50%
$20M+0.40%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

You'll pay an annual fee based on your portfolio size (see rates in table). For example, a $1,500,000 portfolio would cost approximately $13,125 per year. These fees are negotiable. Clients are responsible for third-party fees such as custodian and brokerage fees. The account minimum for MCC’s services is $1 million.

Areas of Practice
Investment Management
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Advisor Information

Office location

Los Angeles, CA

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sandor is involved in numerous business activities, primarily serving on the board of directors or investment committees for various companies and funds, including real estate and banking ventures. He also dedicates nearly full-time hours as a managing partner for Proptech Bankers, focusing on investment banking.

Employment History
Current Registrations
March Capital CORP.
February 2021 - Present · 4 yrs 11 mos
March Capital CORP.
May 2020 - Present · 5 yrs 8 mos
March Capital CORP. Broker
May 2020 - Present · 5 yrs 8 mos
Previous Registrations
Rcx Capital Group, LLCBroker
April 2019 - May 2020 · 1 yr 1 mo
Cs First Boston CorporationBroker
September 1992 - February 1995 · 2 yrs 5 mos
State Registrations5 states
CAFLILNYTX
AdvisorBroker
Exams
No exam information available for this advisor.