Mark Meulenberg
Mark Meulenberg is a CFA-designated registered investment advisor at Masonry Capital Management, LLC, based in Charlottesville, VA, with 7 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 56 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Masonry Capital Management charges different fees depending on the type of account:
- Masonry Partners Fund (Class A interests): 0.5% annually (0.0417% per month) of the fund's net assets.
- Masonry Partners Fund (Class B interests): 1.00% annually (0.0833% per month) of the fund's net assets.
- Internally Managed Portfolios: 1.00% annually, based on the value of the portfolio at the end of the previous calendar quarter.
- Advisory Service: 0.60% annually on the assets under advisement, based on the value at the end of the previous quarter.
Customized fee structures may be available for separately managed accounts, as agreed upon in the investment management agreement. The firm also offers consulting services to other financial institutions for a fixed fee ranging between 0.20% and 1.00% of the assets under advisement.
Location
404 People Place, 4th Floor, Charlottesville, VA, 22911
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark works full-time as an Investment Officer at VNBTrust, N.A. He also serves as an Associate Director at the C.T. and Kelley Fitzpatrick Center for Value Investing at the University of Alabama, dedicating a few hours per week during trading hours and about a quarter of his time outside trading hours.
Employment History
Current Registrations
Masonry Capital Management, LLC
Previous Registrations
Swift Run Capital Management
State Registrations2 states
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