Carl Marker is a registered investment advisor at Pinnacle Wealth Advisors, based in Portland, OR, with 37 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 813 clients with $460M 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 $100K | 1.60% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.95% |
| $4.0M - $7.0M | 0.90% |
| $7M+ | 0.85% |
Fees may be negotiable for accounts with a market value in excess of $7,000,000. Certain clients who have rollover retirement accounts may be subject to fees of up to 1.00% of the market value of their rollover assets.
Fee Estimator
Location
8995 SE Otty Road, Portland, OR, 97266
Get directionsHistory
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
Carl manages a couple of apartments through Otty Properties. He is the sole business person involved and spends a few hours per week on this activity.
Employment History
Current Registrations
Pinnacle Wealth Advisors
Ims Capital Management
State Registrations2 states
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