MK
MK

Mara Konrad

9 Years of Experience
Pasadena, CA

Mara Konrad is a registered investment advisor at Mk Capital Group, based in Pasadena, CA, with 9 years of industry experience. Mara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 24 clients with $29M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
24 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$28.8M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.04%

Fees range from 0.15% to 1.04% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Pasadena, CA

Get directions

History

Regulatory History
Clean regulatory record

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
Mk Capital Group
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
NFP Securities, INC.
June 2001 - December 2003 · 2 yrs 6 mos
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.
Mara Konrad - Financial Advisor | TrueAdvisor