Mark Hines is a registered investment advisor at Herrick Lake Investments LLC, based in Naperville, IL, with 9 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 14 clients with $3.6M 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 $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Location
1155 South Washington Street, #105, Naperville, IL, 60540
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Mark is the founder and director of research at Blue Harbinger Research, an independent investment research company, since 2015. He spends about half his time creating investment research reports.
Employment History
Current Registrations
Herrick Lake Investments LLC
Previous Registrations
Left Brain Wealth Management, LLC
State Registrations1 state
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