Mark Visnic is a registered investment advisor at Oak Grove Capital, LLC, based in North Hampton, NH, with 15 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, High Net Worth, Investment Management. Their firm serves 107 clients with $620M 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 $10.0M | 1.20% |
| $10.0M - $12.0M | 1.00% |
| $12M+ | 0.70% |
Oak Grove may waive, reduce, or rebate fees with respect to specific clients in its sole discretion. For employer-provided retirement plan assets (like 401(k) or 403(b) plans), Oak Grove charges 0.75% of the plan's assets.
Fee Estimator
Location
North Hampton, NH
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Oak Grove Capital, LLC
Previous Registrations
Mid Atlantic Financial Management, INC.
State Registrations5 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.