Mark Rosenkranz is a CFA-designated registered investment advisor at Bearing Point Capital, based in Richfield, MN, with 12 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, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 236 clients with $1.1B 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.50% |
Fees are negotiable based on the size and nature of the relationship, time commitments, and complexity.
Fee Estimator
Location
2 Meridian Crossings, Suite 320, Richfield, MN, 55423
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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
Bearing Point Capital
Previous Registrations
Jnba Financial Advisors, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Craig-Hallum Capital Group LLCBroker
Northland Securities, INC.Broker
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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