MH

Mark Edward Harris

11 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
52 clients
Average Client Portfolio
$593K average
Assets Under Management
$30.9M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.00%

Fees are subject to negotiation.

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

Broxton Capital Advisors charges an annual advisory management fee of 2% of assets under management, which is subject to negotiation. This fee does not include administrative fees or transaction costs. Fees are payable quarterly, in advance. The minimum account size for new discretionary accounts is $100,000, though smaller accounts may be accepted at the firm's discretion.

Areas of Practice
Investment Management
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Advisor Information

Office location

151 Calle De San Francisco, Suite 200, Old San Juan, PR, 00901-1659

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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

Mark is a solicitor for Broxton Capital since 2014. He dedicates nearly full-time hours to this business.

Employment History
Current Registrations
Broxton Capital Advisors
January 2014 - Present · 12 yrs
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.