Andrew Kark is a CFP, PFS-designated registered investment advisor at M.Z. Kark & Associates, INC, based in Denver, CO, with 11 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 166 clients with $370M 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 | 1.00% |
| $500K - $1.5M | 0.88% |
| $1.5M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.63% |
| $5M+ | 0.50% |
Clients may alternatively choose a flat rate of 1% or less depending on portfolio size. Third-party money manager fees are separate and range from 0.20% to 0.60%.
Fee Estimator
Location
720 S Colorado Blvd., Suite 613-S, Denver, CO, 80246
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2009Other Business Activities
Andrew is a principal and 20% owner of Israel Investment Advisors, an RIA that manages a fund of publicly traded Israeli securities. He spends minimal time marketing the fund to non-profit Jewish institutions.
Employment History
Current Registrations
M.Z. Kark & Associates, INC
State Registrations2 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.
Exams
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