Mark Wynegar is a CFA-designated registered investment advisor at Tributary Capital Management, LLC, based in Omaha, NE, with 10 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 265 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tributary Capital Management charges a percentage of the value of your portfolio. The fees are calculated based on the market value of the account at the end of each quarter. The fees may be negotiable based on account size, investment strategy, and relationship type. The standard fee schedule is as follows:
Large Cap & Equity Income
- First $10 million: 0.65%
- Next $15 million: 0.55%
- Next $25 million: 0.45%
- Above $50 million: 0.40%
Small, Small/Mid, All Cap & Individually Managed
- First $10 million: 0.80%
- Next $15 million: 0.75%
- Next $25 million: 0.70%
- Above $50 million: 0.65%
Location
1620 Dodge Street, Stop 3399, Omaha, NE, 68197
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tributary Capital Management, LLC
State Registrations2 states
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