Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.35% |
Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities and factors may be charged a higher fee, ranging up to 1.50%. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
MKT Advisors charges an annual fee based on the market value of your assets under management. For example, the first $1,000,000 is charged at 1.00%. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities and factors may be charged a higher fee, ranging up to 1.50%. Fees are paid quarterly, in advance. Fees may be negotiable at the sole discretion of the Advisor. The Advisor may implement all or a portion of a Client’s investment portfolio utilizing one or more Independent Managers. The total blended fee, including the Advisor’s fee and the Independent Manager’s fee paid by a Client, will typically not exceed 2.00% annually. MKT Advisors generally welcomes new clients with portfolios in excess of $100,000.
Areas of Practice
Advisor Information
Office location
900 Canterbury Place Suite 340, Escondido, CA, 92025
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marc is an independent insurance agent selling insurance products. This activity is not investment related and takes about 10-20% of Marc's time.