Mark Fleck is a CFA-designated registered investment advisor at Patten and Patten, INC., based in Chattanooga, TN, with 11 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 865 clients with $2.1B 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 | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.38% |
Portfolio Managers may negotiate with the client an alternate fee schedule depending on a client’s particular situation.
Fee Estimator
Location
555 Walnut Street, Suite 280, Chattanooga, TN, 37402
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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 an Adjunct Professor of Finance at The University of Tennessee, Chattanooga. This activity is not investment-related.
Employment History
Current Registrations
Patten and Patten, INC.
Previous Registrations
Highland Capital Management CORP
State Registrations1 state
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