Stephen Marek
Stephen Marek is a registered investment advisor at Atcap Partners, LLC, based in Rockville, MD, with 32 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 218 clients with $63M 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 $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Maximum annual fee. No transaction fees. Transaction fees may be paid by the client, resulting in a lower AUM fee.
Fee Estimator
Location
1445 Research Boulevard, #530, Rockville, MD, 20850
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2024Financial
September 2018Customer Dispute
August 2009Customer Dispute
March 1999Other Business Activities
Stephen is a non-voting passive member of Buttonwood Select Opportunities Management Associates LLC since 2013 and Buttonwood H1 Management Associates LLC since 2017. These are investment-related businesses, but Stephen's duties are passive and require minimal time.
Employment History
Current Registrations
Atcap Partners, LLC
Ceros Financial Services, INC.Broker
Previous Registrations
Joseph Gunnar & CO., LLC
Joseph Gunnar & CO., LLC
Joseph Gunnar & CO. LLCBroker
American Capital Partners, LLCBroker
Milestone Financial Services, INC.Broker
Joseph Gunnar & CO. LLCBroker
First Asset Management, INC.Broker
State Registrations31 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.