Mark Pallack
Mark Pallack is a registered investment advisor at Harvest Investment Consultants LLC, based in Hunt Valley, MD, with 24 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, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 1,053 clients with $490M 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 $250K | 1.20% |
| $250K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000. The fee percentage from the previous tier is used as the starting point for negotiation.
Fee Estimator
Location
4 North Park Drive, Ste 510, Hunt Valley, MD, 21030
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2018Other Business ActivitiesSells Insurance
Mark brokers outside insurance products through Harvest Insurance, Inc. These insurance products are non-investment related.
Employment History
Current Registrations
Harvest Investment Consultants LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
New England SecuritiesBroker
Signator Investors, INC.Broker
State Registrations9 states
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.