TrueAdvisor
TrueAdvisor
MC
MC

Mark Ciulla

Capital Analysts
39 Years of Experience
Shaker Heights, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Mark Ciulla is a registered investment advisor at Capital Analysts, based in Shaker Heights, OH, with 39 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B in assets under management.

Capital Analysts
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
610 advisors
Number of Clients
15,840 clients
Average Client Portfolio
$554K average
Assets Under Management
$8.8B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.25%
$1.0M - $2.0M1.25%
$2M+1.25%

Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1115 Tower East, 20600 Chagrin Boulevard, Shaker Heights, OH, 44122

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Mark sells and services fixed insurance products and manages rental real estate. He also works full-time as the owner and managing director of Capital Advisors, Ltd., LLC, an investment advisory firm.

Employment History
Current Registrations
Capital Analysts
June 2012 - Present · 14 yrs 4 mos
Lincoln InvestmentBroker
June 2012 - Present · 14 yrs 4 mos
Lincoln Investment
June 2012 - Present · 14 yrs 4 mos
Lincoln Investment
June 2012 - Present · 14 yrs 4 mos
Capital Advisors, LTD., LLC
June 2010 - Present · 16 yrs 4 mos
Previous Registrations
Capital Analysts Incorporated
November 1999 - June 2012 · 12 yrs 7 mos
Capital Analysts, IncorporatedBroker
April 1987 - June 2012 · 25 yrs 2 mos
State Registrations27 states
AZCACOCTFLGAHIIDILINKYMDMINCNHNJNVNYOHPARISCTNTXUTVAWA
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.
More Advisors
More financial advisors in Shaker Heights, OH →All financial advisors in Ohio →