Mark Muntean is a registered investment advisor at Windy Hill Ventures, INC., based in Redwood City, CA, with 29 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, Investment Management, Retirement Planning. Their firm serves 15 clients with $35M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be adjusted per negotiation based on the specific needs of the client and considering the nature and length of the relationship. A fixed monthly fee may also be negotiated as a supplement or alternative to the asset-based fee.
Fee Estimator
Location
Redwood City, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Mark provides consulting services to company clients, including managing personal assistants, which takes about 20% of his time. He also provides photography and other services, taking minimal time.
Employment History
Current Registrations
Windy Hill Ventures, INC.
State Registrations2 states
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