Mark Shattan is a CFA-designated registered investment advisor at Growthline Capital Management LLC, based in Stamford, CT, with 2 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $8.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Growthline Capital Management offers investment management services to qualified clients. These clients will pay an annual fee of 0.5% to 1.00% of the value of their portfolio, along with a 10% to 20% performance fee based on how much the portfolio's value increases. This performance fee is calculated using a "high water mark," meaning you only pay the fee on gains above the portfolio's previous highest value.
Location
1 Landmark Square, 7th Floor, Stamford, CT, 06901
Get directionsHistory
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
Growthline 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.