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Mark Manber

Investment Research CORP
40 Years of Experience
Kingwood, TX
Broker
View SEC Summary
View SEC Summary

Mark Manber is a registered investment advisor at Investment Research CORP, based in Kingwood, TX, with 40 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 166 clients with $76M in assets under management.

Investment Research CORP
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
166 clients
Average Client Portfolio
$460K average
Assets Under Management
$76.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Clients can choose a $3,000 flat fee or a percentage-based fee of 0.5%, 1.0%, 1.5%, or another mutually agreed rate up to a maximum of 2.0% of assets under management.

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

Kingwood, TX

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History

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 tax professional since 2004, dedicating about half his time during tax season. He also works as a customer service representative at United Airlines and is an Investment Advisor Representative at Investment Research Corp, spending minimal time on each of these roles.

Employment History
Current Registrations
Investment Research CORP
May 2017 - Present · 9 yrs 5 mos
World Capital Brokerage, INC.
December 2007 - Present · 18 yrs 10 mos
World Capital Brokerage, INC.Broker
December 2007 - Present · 18 yrs 10 mos
Previous Registrations
1717 Capital Management Company
July 1997 - December 2007 · 10 yrs 5 mos
1717 Capital Management CompanyBroker
October 1992 - December 2007 · 15 yrs 2 mos
American General Securities IncorporatedBroker
December 1990 - November 1992 · 1 yr 11 mos
Derand/pennington/bass, INC.Broker
September 1989 - December 1990 · 1 yr 3 mos
Mesa Securities CorporationBroker
May 1988 - October 1989 · 1 yr 5 mos
First Investors CorporationBroker
January 1986 - May 1988 · 2 yrs 4 mos
State Registrations12 states
ALAZCACOFLHIKYNCNYTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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