Mark Beal is a registered investment advisor at Aqr Capital Management, LLC, based in Austin, TX, with 9 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 389 clients with $160B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AQR offers investment management services with fees based on a percentage of your portfolio. These fees vary depending on the type of account and the investment strategy used.
- Mutual Funds: Fees range up to 1.45% of your portfolio annually, plus operating expenses.
- European Investment Schemes (UCITS): Fees range up to 1.80% of your portfolio annually, plus operating expenses. Some funds also have a performance fee of up to 20% of net profits.
- Sponsored Funds: Fees include an annual fixed fee (or tiered fee) of up to 2.90% of your portfolio, typically paid monthly or quarterly in advance. Some funds also have a performance fee of up to 36% of net profits.
- Institutional Managed Accounts: Fees are negotiated and generally range up to 1.60% of your portfolio annually, paid after the end of the month or quarter. Some accounts have performance fees of up to 30% of net profits.
- Independent / RIA Accounts: Fees are negotiated and generally range up to 2.50% of your portfolio annually, paid after the end of the quarter. Performance fees are not charged for these accounts.
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Aqr Capital Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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