Mark Pepper is a registered investment advisor at Mrc Group LLC, based in New York, NY, with 8 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $15M 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 | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.25% |
| $1.5M+ | 1.00% |
Fees are generally negotiable. Qualified clients will pay an annual fee of 1.25% of assets under management along with a 15.00% performance fee based on capital appreciation.
Fee Estimator
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mrc Group LLC
State Registrations2 states
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