Mark Vincent is a CFA-designated registered investment advisor at Stonebrook Capital Management, INC., based in Oak Park, IL, with 24 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 110 clients with $64M 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 $500K | 1.50% |
| $500K+ | 1.00% |
The annual fee is negotiable. Under no circumstances will any account be charged more than 2%.
Fee Estimator
Location
1010 Lake Street, Suite 426, Oak Park, IL, 60301
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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 →Employment History
Current Registrations
Stonebrook Capital Management, INC.
Previous Registrations
Stonebrook Capital Management, INC.
State Registrations3 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.