Mark Halvorsen
Mark Halvorsen is a registered investment advisor at Gray Oak Capital Management, LLC, based in Greenwich, CT, with 19 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management Fees are negotiable.
Fee Estimator
Location
55 Old Field Point Road, Greenwich, CT, 06830
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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 the CEO/CCO of Gray Oak Capital Management, LLC, an exempt reporting advisor, since 2018. This takes a few hours per week, including one hour during trading.
Employment History
Current Registrations
Gray Oak Capital Management, LLC
Gray Oak Capital, LLCBroker
Previous Registrations
Gray Oak Capital Management, LLC
Velocity Capital, LLCBroker
Maple Securities U.S.A. INC.Broker
John Hancock Distributors LLCBroker
State Registrations20 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.