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Mark Muecke

24 Years of Experience
San Antonio, TX

Mark Muecke is a registered investment advisor at Mark Muecke Capital Management, LLC, based in San Antonio, TX, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 49 clients with $48M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
49 clients
Average Client Portfolio
$985K average
Assets Under Management
$48.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $500K1.75%
$500K - $1.0M1.50%
$1M+1.00%

Fees may be negotiable based upon certain circumstances. A flat fee may also be negotiated as long as it does not exceed the fee schedule above.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

404 East Ramsey, Suite 108, San Antonio, TX, 78216

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mark Muecke Capital Management, LLC
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Kercheville & Company, INC.Broker
October 2001 - June 2017 · 15 yrs 8 mos
State Registrations1 state
TX
Advisor

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Exams
No exam information available for this advisor.