Mark Holden is a CFP-designated registered investment advisor at Vestor Capital, LLC, based in Chicago, IL, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,270 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 $1.0M | 1.35% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $6.0M | 1.10% |
| $6M+ | 1.00% |
Fees are negotiable and vary from client to client. Fees differ for certain charitable and non-profit organizations, accounts containing securities restrictions and accounts charged on a fixed-fee or adjusted basis. For fixed income only relationships, the annual fee is 0.50%, subject to a minimum fee of $2,500.
Fee Estimator
Location
10 S. Riverside Plaza, Suite 1400, Chicago, IL, 60606-3840
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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 →Employment History
Current Registrations
Vestor Capital, LLC
Previous Registrations
Vestor Capital, LLC
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
Red Option Advisors, INC.
TD Ameritrade, INC.Broker
Red Option Advisors, INC.
Thinkorswim Advisors, INC.
State Registrations2 states
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