Mark Kriss is a registered investment advisor at Macroclimate LLC, based in Sausalito, CA, with 20 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, Socially Responsible Investing. Their firm serves 43 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Macroclimate charges an annual fee based on the value of your investments. The fee is calculated either as a percentage of the value of your account or as a flat fee. Fees are billed quarterly.
- $200,000 - $500,000: $2,000 flat fee
- $500,001 - $5,000,000: 0.40% per year
- $5,000,001 - $10,000,000: 0.35% per year
- Over $10,000,001: 0.25% per year
If your account value drops below $200,000, a maximum annual fee of 1.00% will be applied.
Location
Sausalito, CA
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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 Managing Director of Geofinancial Analytics, Inc., dedicating about half of his time to overseeing business operations. He also serves on the Sustainability Council for Dimensional Fund Advisors LP, spending minimal time providing input on sustainability investment solutions.
Employment History
Current Registrations
Macroclimate LLC
Previous Registrations
Macroclimate LLC
State Registrations1 state
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