MD
MD

Mark Dushane

15 Years of Experience
Oxford, FL

Mark Dushane is a registered investment advisor at Dushane Management, INC., based in Oxford, FL, with 15 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 29 clients with $16M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
29 clients
Average Client Portfolio
$535K average
Assets Under Management
$15.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.00%
$1.0M - $10.0MIncluded
$10M+0.70%

Fees are generally negotiable. Total asset calculation generally (but need not be limited to) refers to total household assets.

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

12395 NE 48th Loop, Oxford, FL, 34484

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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.

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Other Business Activities

Mark is the author of the book "Beyond Folly", the president of the Lake County Chamber Alliance, and the chairman of the Lady Lake Economic Development Advisory Committee. These activities are not investment-related.

Employment History
Current Registrations
Dushane Management, INC.
October 2013 - Present · 12 yrs 7 mos
Previous Registrations
Advance Capital Management INC
August 2010 - August 2013 · 3 yrs
State Registrations2 states
FLMI
Advisor

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.