Mark Sloss is a registered investment advisor at Wilde Capital Management, LLC, based in Cleveland, OH, with 30 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 47 clients with $10M 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 $100K | 1.00% |
| $100K - $700K | 1.00% |
| $700K+ | 1.00% |
Fees are generally negotiable. Qualified Clients will pay an annual fee of 1% of assets under management along with a 10% performance fee measured against the Hedge Fund Research HFRI Equity Hedge Total Return Index.
Fee Estimator
Location
East 9th Street, Suite 750, Cleveland, OH, 44114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Mark is involved in several business activities, including a management consulting firm focused on ESG, a music record label and musical instrument sales business, a partial ownership in an RIA, and investment research with Cirrus Research. He also serves as Chief Strategist and Acting CFO for HEALRWORLD, LLC, focusing on ESG data and strategies, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Wilde Capital Management, LLC
Previous Registrations
Conscious Capital Wealth Management, LLC
Cirrus Research, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Nylife Distributors LLCBroker
State Registrations2 states
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