MH
MH
Mark Harrison
16 Years of Experience
Naples, FL
1 Disclosure
Mark Harrison is a registered investment advisor at Mth Trading & Capital Management, LLC, based in Naples, FL, 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 High Net Worth, Investment Management. Their firm serves 13 clients with $11M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
13 clients
Average Client Portfolio
$815K average
Assets Under Management
$10.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Naples, FL
Get directionsHistory
Regulatory History (1)
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Regulatory
August 2014Final
Employment History
Current Registrations
Mth Trading & Capital Management, LLC
August 2009 - Present · 16 yrs 9 mos
State Registrations1 state
FL
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.