Mark Miller is a registered investment advisor at Mason Capital Partners, based in Boston, MA, with 14 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 148 clients with $200M 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 | 1.00% |
Fees for separately managed accounts are negotiable and will depend on the size and complexity of the account.
Fee Estimator
Location
50 Federal St., 9th Floor, Boston, MA, 02110
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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 ActivitiesSells Insurance
Mark is the statutory agent for M.R. Miller Financial, LLC, dedicating minimal time to this role. He also sells life insurance and annuities as part of his financial planning practice.
Employment History
Current Registrations
Mason Capital Partners
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
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.