Mark Quayle is a registered investment advisor at Quayle Asset Management, INC., based in Salt Lake City, UT, with 31 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 80 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are non-negotiable, but QAM reserves the right to give discounts to employees, family of employees, and to clients as a reward for longevity of their relationship with QAM. Clients pay will have no additional charge for financial planning.
Fee Estimator
Location
136 S. Main, Suite 420, Salt Lake City, UT, 84101
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Regulatory 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 →Employment History
Current Registrations
Quayle Asset Management, INC.
Previous Registrations
Quayle Asset Management, INC.
State Registrations1 state
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