MC
MC

Mark Cross-Powers

15 Years of Experience
Bedford, NH

Mark Cross-Powers is a registered investment advisor at Little House Capital, LLC, based in Bedford, NH, with 15 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, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 253 clients with $680M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
253 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$675.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.10%

Annual fees range up to 1.10% based on scope, complexity, and asset level. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

15 Constitution Drive, 1st Floor, Bedford, NH, 03110

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Little House Capital, LLC
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Infinex Investments, INC.Broker
July 2019 - May 2022 · 2 yrs 10 mos
Infinex Investments, INC.
June 2019 - May 2022 · 2 yrs 11 mos
People's United Advisors, INC.
April 2018 - April 2019 · 1 yr
People's Securities, INC.Broker
April 2013 - July 2014 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - November 2012 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - November 2012 · 3 yrs 1 mo
Banc of America Investment Services, INC.
January 2007 - October 2009 · 2 yrs 9 mos
Banc of America Investment Services, INC.Broker
October 2006 - October 2009 · 3 yrs
State Registrations1 state
NH
Advisor

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
No exam information available for this advisor.
More Advisors