MS
CFP
MS
CFP
Mark Sanaiha is a CFP-designated registered investment advisor at Macallen Capital, based in Paradise Valley, AZ, with 9 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
Fees are negotiable and household accounts may be aggregated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Paradise Valley, AZ
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
February 2026Employment History
Current Registrations
Macallen Capital
April 2026 - Present · 6 mos
Previous Registrations
Schwab Wealth Advisory, INC.
August 2018 - February 2026 · 7 yrs 6 mos
Charles Schwab & CO., INC.
November 2017 - August 2018 · 9 mos
Charles Schwab & CO., INC.Broker
November 2016 - February 2026 · 9 yrs 3 mos
State Registrations1 state
AZ
Advisor
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
No exam information available for this advisor.
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