Mark Mitchell is a registered investment advisor at Caprock Capital Advisors INC., based in Plano, TX, with 19 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 19 clients with $99M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are subject to adjustment with 30-day notice. Fees may be negotiated for accounts of substantial size.
Fee Estimator
Location
7800 N. Dallas Pkwy, Ste 330, Plano, TX, 75024
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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 →Other Business Activities
Mark is the principal of Caprock Capital LLC, dedicating about 10-20% of his time to investment management. He also serves as a co-trustee for the Hugh Bancroft Jr. Trust Article 3rd, spending about full-time hours on trustee business.
Employment History
Current Registrations
Caprock Capital Advisors INC.
Previous Registrations
Caprock Capital Advisors INC.
Caprock Capital, LLC
State Registrations1 state
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