Mark Hogan
Mark Hogan is a registered investment advisor at Prime Capital Financial, based in Overland Park, KS, with 26 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 19,012 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prime Capital Financial offers asset management services where fees typically range from 1.00% to 1.50% annually, but can range from 0.25% to 2.50% of the assets in your account. Fees are negotiable based on factors like the advisor, client type, complexity, account composition, trading activity, potential deposits, client relationship, and total assets managed. Different advisors may charge different fees for the same services. Clients also pay transaction costs. Some clients may be charged performance-based fees. A minimum investment of $100,000 is required for the Opportunistic Growth Strategy.
Location
6201 College Blvd., Suite #150, Overland Park, KS, 66211
Get directionsHistory
Regulatory History (8)
Judgment / Lien
August 2012Judgment / Lien
May 2012Judgment / Lien
May 2011Judgment / Lien
February 2011Judgment / Lien
January 2010Judgment / Lien
February 2009Judgment / Lien
January 2009Judgment / Lien
April 2008Other Business ActivitiesSells Insurance
Mark is a board member at the Kansas City Athletic Club, dedicating minimal time. He also works as an insurance agent selling insurance products and fixed insurance products through IMO(s), spending a few hours per week on these activities. Mark is also a member of CHHSZ Holdings LLC, the sole owner of Prime Capital Investment Advisors, LLC, spending minimal time on this.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
Private Client Services, LLCBroker
Cambridge Investment Research, INC.Broker
Lawing Financial INC
The O.N. Equity Sales CompanyBroker
Planco Financial Services, INC.Broker
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.