Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | N/A |
| $250K - $500K | N/A |
| $500K - $1.0M | N/A |
| $1M+ | N/A |
Fee schedule is negotiable based on a number of factors including but not limited to: “grandfathered” accounts, related accounts, types of investments managed and other structures that we consider in special situations. We also manage some family, client and related accounts without charge. We reserve the right to change the annual advisory fee schedule listed above at any time. Lower fees for comparable services may be available from other sources.
Fee Estimator
Investment management fees are based on a percentage of assets under management. SRCM may charge a program fee for accounts under $250,000, in addition to the standard investment management fee. Fees are negotiable based on factors like account size and investment types. Financial planning and consulting services are offered at $350 per hour or a fixed fee ranging from $500 to $7,500, based on complexity. Retirement Plan Services fees are negotiable. SRCM requires a minimum of $250,000 to establish a new investment management account, but this may be reduced or waived at SRCM's discretion.
Areas of Practice
Advisor Information
Office location
120 Newport Center Dr, Suite 100, Newport Beach, CA, 92660
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 serves as a Director and Chairperson of the Investment Committee for Symmco, Inc. and as a Director for Symmco Group, spending minimal time on each. Mark is also a co-founder and advisor for Global Digital Advisor Technologies, LLC, dedicating about 10-20% of his time.