Mark Kruse
Mark Kruse is a CFP-designated registered investment advisor at Brackenwood Capital Management, LLC, based in Bainbridge Island, WA, with 20 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86 clients with $130M 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 $1.0M | 0.85% |
| $1M+ | 0.60% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
175 Parfitt Way Sw, #N220, Bainbridge Island, WA, 98110
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Mark has been an insurance producer in Washington State since 2009, offering life and disability insurance. He spends a few hours per week on this activity, sometimes during securities trading hours.
Employment History
Current Registrations
Brackenwood Capital Management, LLC
Previous Registrations
Smart Portfolios, LLC
State Registrations1 state
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.