Mark Laskin is a CFA-designated registered investment advisor at Recurrent Investment Advisors LLC, based in Houston, TX, with 22 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 16 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Recurrent's investment management fees for separately managed accounts typically range from 0.60% to 1.00% annually, determined through negotiation with each client. The fees are based on the average daily net assets. There may be additional fees charged by the client's financial advisor. Recurrent also manages a fund, for which it receives a management fee equal to 0.90% annually.
Location
3801 Kirby Drive, Suite 654, Houston, TX, 77098-4100
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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 →Employment History
Current Registrations
Recurrent Investment Advisors LLC
Previous Registrations
Foreside Fund Services, LLCBroker
Invesco Distributors, INC.Broker
Morgan Stanley Distribution, INC.Broker
Icc Distributors, INC.Broker
Mas Fund Distribution, INC.Broker
State Registrations1 state
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