Mark Coffelt is a registered investment advisor at Empiric Institutional, based in Austin, TX, with 23 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $9.9M 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 $5.0M | 0.90% |
| $5.0M - $50.0M | 0.80% |
| $50.0M - $100.0M | 0.75% |
| $100.0M - $250.0M | 0.70% |
| $250M+ | 0.65% |
These fees apply to EI EAFE Small Cap and EI USA Small Cap strategies. Fees are negotiable. Other strategies have different fee schedules.
Fee Estimator
Location
500 N Capital of Tx Hwy, Bld 8 Ste 150, Austin, TX, 78746
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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 →Other Business Activities
Mark is the president of Empiric Advisors, Inc., which advises Empiric Core Equity Funds, Inc. Empiric Distributors, Inc. will distribute the fund and carry Mark's FINRA registration.
Employment History
Current Registrations
Empiric Institutional
Empiric Advisors, INC.
Empiric Distributors, INC.Broker
Previous Registrations
Samuels Chase & CO., INC.Broker
State Registrations1 state
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