Mark Lalich
Mark Lalich is a registered investment advisor at Greenrock Asset Management LLC, based in Brier, WA, with 10 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 23 clients with $5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GreenRock Asset Management's (GRAM) standard fee schedule for managing your investments is 1.0% annually for qualified clients and 1.5% annually for non-qualified clients with accounts holding less than $999,999. Qualified clients may also be subject to an annual performance fee of 23% of new net profits above a benchmark. Hourly consultative agreements are also available at $250/hour.
Location
Brier, WA
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Regulatory History (1)
Regulatory
December 2024Other Business Activities
Mark owns single-family real estate in Bremerton, WA, and land in Nevada. He also owns Lalich Principle Consortium, a holding company, and is CEO and Board Chairman of Rust Gym Inc., a computer programming education service, dedicating a few hours per week to each business.
Employment History
Current Registrations
Greenrock Asset Management LLC
Previous Registrations
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations2 states
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.