Mark Anderson
Mark Anderson is a CFP-designated registered investment advisor at Fort Point Capital Partners LLC, based in San Francisco, CA, with 22 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing. Their firm serves 441 clients with $2.9B 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 $1.0M | 1.25% |
| $1.0M - $10.0M | 0.90% |
| $10.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Fees for assets over $100,000,000 are negotiable. Fees are calculated on gross asset value and payable quarterly in advance.
Fee Estimator
Location
275 Sacramento Street, 8th Floor, San Francisco, CA, 94111
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2007Customer Dispute
April 2003Customer Dispute
December 2001Other Business Activities
Mark is an owner and investment adviser representative of Lakeside North Capital Advisors, LLC, spending minimal time on these activities. He also serves as an expert witness, opining on investment portfolio valuations since 2016.
Employment History
Current Registrations
Fort Point Capital Partners LLC
Lakeside North Capital Advisors, LLC
Previous Registrations
Oklo Financial, LLC
State Registrations2 states
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
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