Mark Ricardo is a registered investment advisor at Mer Capital Management, LLC, based in Alexandria, VA, with 12 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 5 clients with $780K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.68% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
1729 King St, Suite 310, Alexandria, VA, 22314
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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 works as an attorney for Real Estate Counselors, PLLC / REC Law Group, dedicating nearly full-time hours to this role. He also works as a fine wine consultant and author, spending a few hours per week on this activity.
Employment History
Current Registrations
Mer Capital Management, LLC
Previous Registrations
Tiber Creek Investment Management, LLC
State Registrations1 state
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.