MA
MA

Mark Abraham

11 Years of Experience
Austin, TX

Mark Abraham is a registered investment advisor at II Technology, LLC, based in Austin, TX, with 11 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 26 clients with $41M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
26 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$40.7M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.96%
$5.0M - $10.0M0.72%
$10M+0.48%

Fees are negotiable on a client-by-client basis.

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

8701 W. Highway 71, Suite 201, Austin, TX, 78735

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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.

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Employment History
Current Registrations
II Technology, LLC
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Quantitative Capital Management
September 2004 - December 2005 · 1 yr 3 mos
State Registrations1 state
TX
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.