Mark Merrill is a registered investment advisor at Modified Investments, based in Tampa, FL, with 5 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 7 clients with $10M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Qualified clients in separately managed accounts pay 0.75% plus 20% of net capital appreciation above a hurdle rate (6% to 10%). Fees are negotiable.
Fee Estimator
Location
Tampa, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Modified Investments
Previous Registrations
Clearwell Advisors, LLC
State Registrations1 state
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