Mark Troutman is a CFP-designated registered investment advisor at Kirk Capital Advisors LLC, based in Vienna, VA, with 4 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 141 clients with $180M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
8229 Boone Blvd, Suite 300, Vienna, VA, 22182
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mark is the Chief Operating Officer of Strategic Education International, an education foundation, dedicating a few hours per week to curriculum development and directing activity. He also teaches as adjunct faculty at several universities on an episodic basis.
Employment History
Current Registrations
Kirk Capital Advisors LLC
State Registrations1 state
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