Mark Macarthur is a registered investment advisor at M2 Capital Advisors, based in Valencia, CA, with 31 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 74 clients with $40M 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 | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Also offers performance-based fees for qualified clients: 10% of account profits with a 0.50% minimum annual fee.
Fee Estimator
Location
27441 Tourney Road, Suite 260, Valencia, CA, 91355
Get directionsHistory
Regulatory History (1)
Civil
February 2020Other Business Activities
Mark is the president of M2 Financial, LLC, dedicating nearly full-time hours to investment and portfolio management, practice management, client development, and compliance oversight. He is also a managing member of EASI Investments, LLC, spending about 10-20% of his time on general business input and directing sales and business development, and a managing member of Woodforest Healthcare LLC, spending minimal time on real estate development oversight.
Employment History
Current Registrations
M2 Capital Advisors
Previous Registrations
Criterion Wealth Management
Ausdal Financial Partners, INC.Broker
Visionlink Financial Advisors, INC.
Signator Investors, INC.Broker
Fisher Investments,inc.
Alps Distributors, INC.Broker
First Trust Portfolios L.P.Broker
State Registrations2 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.