Mark Livesay is a CFA-designated registered investment advisor at The Capital Management Corporation, based in Glen Allen, VA, with 16 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, Retirement Planning. Their firm serves 196 clients with $830M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Accounts invested solely in mutual funds, exchange-traded funds, or fixed income incur a flat annual fee of 0.50%.
Fee Estimator
Location
4101 Cox Road, Suite 110, Glen Allen, VA, 23060
Get directionsHistory
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 →Employment History
Current Registrations
The Capital Management Corporation
State Registrations2 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.
Exams
More Advisors
- Timothy Call, CFAThe Capital Management Corporation
- Pamela Simms, CFPThe Capital Management Corporation
- Alishia Dubois, CFPStrathmore Capital Advisors
- Robert Hinkel, CFPCharles Schwab & CO., INC.
- Neil Powers, CFAVectors Asset Management
- Todd Kuimjian, CFAVirginia Estate and Retirement Planning Advisors, INC.