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Mark Minichiello

27 Years of Experience
Los Angeles, CA
Broker

Mark Minichiello is a registered investment advisor at Qca Capital Management INC, based in Los Angeles, CA, with 27 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 117 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
117 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$232.6M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K2.00%
$1.0M - $5.0M1.50%
$5.0M - $10.0M1.00%
$10M+1.00%

Fees are negotiable for accounts over $10,000,000. Schedule applies to "Growth" and "Growth & Income" strategies. "Income" strategy fees: Less than $999,999: 0.75%, Between $1,000,000 - $4,999,999: 0.50%, Between $5,000,000 - $9,999,999: 0.40%, Over $10,000,000: negotiable. "Focused Equity" strategy fees: Between $1,000,000 - $9,999,999: 2.0%, Between $10,000,000 - $24,999,999: 1.50%, Over $25,000,000: Negotiable.

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

11111 Santa Monica Blvd, Suite 1650, Los Angeles, CA, 90025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Mark is a Director and CFO of Top Dog Films, Inc., an entertainment company, dedicating minimal time. He is also a board member and training coach for South Bay Runners Club, spending time on nights and weekends.

Employment History
Current Registrations
Qca Capital Management INC
December 2009 - Present · 16 yrs 5 mos
Quincy Cass Associates, IncorporatedBroker
September 2005 - Present · 20 yrs 8 mos
Previous Registrations
Quincy Cass Associates, INC.
August 2012 - August 2020 · 8 yrs
Opportunity Research Group, LLC
October 2004 - December 2009 · 5 yrs 2 mos
Horwitz & Associates, INC.Broker
January 2000 - September 2003 · 3 yrs 8 mos
High Yield Analytics, INC.Broker
June 1997 - August 1999 · 2 yrs 2 mos
State Registrations11 states
AZCACOFLMAMDNVNYTXVAWA
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.