Mark Nothnagel is a registered investment advisor at Captrust, based in Leawood, KS, 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 Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
4200 West 115th Street, Suite 210, Leawood, KS, 66211
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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 works as an Investment Advisor Representative for Mariner Wealth Advisors and Mariner Institutional, dedicating full-time hours to these roles. He also co-owns two condos in Florida through a family trust, which are sometimes rented out, but this requires minimal time.
Employment History
Current Registrations
Captrust
Previous Registrations
Mariner Institutional, LLC
Mariner Wealth
Mariner Retirement Advisors, LLC
Msec, LLCBroker
Cetera Advisor Networks LLCBroker
Adp Broker-Dealer, INC.Broker
American Century Investment Services INC.Broker
State Registrations1 state
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