Robert Mark is a registered investment advisor at St. James Investment Company, LLC, based in Southlake, TX, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management, Retirement Planning. Their firm serves 271 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are negotiable. St. James also provides sub-advised portfolio management services for a maximum annual fee of 0.50% and distributes a model portfolio for an annual management fee of 0.50%.
Fee Estimator
Location
535 S. Kimball Ave, Suite 140, Southlake, TX, 76092
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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
Robert is a general partner to Shepherd Investment Holdings, LP and owner of Stollenweg Capital, where he works as a portfolio manager. This takes about a quarter of his time, with half of that time during trading hours.
Employment History
Current Registrations
St. James Investment Company, LLC
Previous Registrations
Liberty St. James
State Registrations1 state
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