Mark Poelma is a CFA-designated registered investment advisor at Iconiq Capital, LLC, based in San Francisco, CA, 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 Alternative Investments, Charitable Giving, High Net Worth, Investment Management, and 1 more. Their firm serves 846 clients with $120B 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 | 1.50% |
Fees are negotiated on a client-by-client basis and can range up to 1.5% of assets under management. Some clients pay individually-negotiated performance fees or flat fee structures.
Fee Estimator
Location
50 Beale St., Ste 2300, San Francisco, CA, 94105
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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
Iconiq Capital, LLC
Previous Registrations
Ieq Capital, LLC
Epiq Capital Group, LLC
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
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.
Exams
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