Mark Tracy is a CFP-designated registered investment advisor at Km Capital Management, LTD., based in Austin, TX, 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 High Net Worth, Investment Management. Their firm serves 39 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KM Capital Management's advisory fees typically range from 1% to 1.5% of your portfolio annually, billed quarterly in advance. The fee is based on the market value of your portfolio at the end of the previous quarter. Fees may be negotiable and can be a flat fee or based on a percentage of assets. Clients may also pay fees for custodial services and underlying fund management.
Location
1701 Directors Blvd., Suite 370, Austin, TX, 78744
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Km Capital Management, LTD.
State Registrations1 state
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