Mark Mowrey
Mark Mowrey is a CFA-designated registered investment advisor at Signature Resources Capital Management, LLC, based in Newport Beach, CA, with 9 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 378 clients with $300M 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 | 1.50% |
| $1M+ | 1.50% |
Fees are negotiable for accounts over $1,000,000. Additional program fees apply for accounts under $250,000 ranging from 0.10% to 0.30%.
Fee Estimator
Location
100 Bayview Circle, Suite 2200, Newport Beach, CA, 92660
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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 →Other Business Activities
Mark serves as a Director and Chairperson of the Investment Committee for Symmco, Inc. and as a Director for Symmco Group, spending minimal time on each. Mark is also a co-founder and advisor for Global Digital Advisor Technologies, LLC, dedicating about 10-20% of his time.
Employment History
Current Registrations
Signature Resources Capital Management, 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.
Exams
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