Mark Jaeger is a CFA-designated registered investment advisor at Brand Asset Management Group, INC., based in Castle Rock, CO, with 17 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, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 355 clients with $1.2B 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 $3.0M | 1.00% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Subject to a minimum quarterly fee of $11,500 for the full Mosaic service offering, which can be reduced to $9,500 for advisory services and one Mosaic offering, or $7,500 for advisory services only. Brand Family Office has a separate schedule starting at 0.40%. Fees are negotiable.
Fee Estimator
Location
115 Wilcox Street, Suite 220, Castle Rock, CO, 80104
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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 →Other Business Activities
Mark is a Certified Public Accountant with an active license, though he is not actively soliciting clients. He is also an Investment Advisor Representative (IAR) with Jackson Creek Investment Advisors, dedicating about two-thirds of his time to this role.
Employment History
Current Registrations
Brand Asset Management Group, INC.
Jackson Creek Investment Advisors LLC
Previous Registrations
361 Capital LLC
Brc Investment Management, LLC
Duff & Phelps Investment Management CO.
Capital West Asset Management LLC
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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