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Mark Boutote is a registered investment advisor at New Line Capital, LLC, based in Freehold, NJ, with 32 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 27 clients with $29M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
27 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$29.3M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Minimum annual fee of $10,000 may also be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
10 East Main Street, Freehold, NJ, 07728
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
November 2013Regulatory
August 2001Final
Employment History
Current Registrations
New Line Capital, LLC
May 2015 - Present · 11 yrs
Previous Registrations
New Line Capital, LLC
May 2014 - August 2014 · 3 mos
Next Financial Group, INC.
January 2012 - December 2013 · 1 yr 11 mos
Next Financial Group, INC.Broker
December 2011 - December 2013 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2007 - November 2011 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2007 - November 2011 · 4 yrs 6 mos
Opus Trading Fund LLCBroker
August 2006 - March 2007 · 7 mos
Princeton Financial Group, LLCBroker
May 2004 - July 2006 · 2 yrs 2 mos
Direct Brokerage, INC.Broker
April 1999 - April 2004 · 5 yrs
Direct Brokerage, INC.Broker
November 1996 - July 1998 · 1 yr 8 mos
Wagner, Stott & CO.Broker
February 1980 - January 1985 · 4 yrs 11 mos
State Registrations1 state
NJ
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.