MC
MC

Mark Choate

31 Years of Experience
Palos Verdes Estates, CA

Mark Choate is a registered investment advisor at Malaga Cove Capital, LLC, based in Palos Verdes Estates, CA, with 31 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 228 clients with $310M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
228 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$310.9M

Fee Structure

Investment management only (planning not offered)

Malaga Cove Capital charges an annual fee based on a percentage of the value of your investments. This fee ranges from 1.00% to 2.00%. The specific fee will be stated in your advisory agreement and may be negotiable.

Loading...

Location

425 Via Corta, Suite 303, Palos Verdes Estates, CA, 90274

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Malaga Cove Capital, LLC
September 2008 - Present · 17 yrs 8 mos
Previous Registrations
Citigroup Global Markets INC.
July 1993 - March 2007 · 13 yrs 8 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
Mark Choate - Financial Advisor | TrueAdvisor