Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brasada charges a 1.5% annual management fee for the Fund, calculated monthly and paid quarterly in advance. The General Partner receives a 20% performance-based profit allocation. For Sub-Advised and Separate Accounts, the annual management fee ranges from 1% to 1.5%, negotiated with each client. Model portfolio fees are also negotiable.
Areas of Practice
Advisor Information
Office location
3200 Southwest Freeway, Suite 2160, Houston, TX, 77027
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 Activities
Mark works as a paymaster and principal performer in a TV commercial for Talent Partners. This activity is not investment-related and takes minimal time.