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Mark O'shea

3 Years of Experience
McLean, VA

Mark O'shea is a registered investment advisor at Red Torch Capital LLC, based in McLean, VA, with 3 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.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.50%
$1M+0.50%

Clients with over $1,000,000 in assets under management may elect to be charged 0.5% with a Performance Allocation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

McLean, VA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Red Torch Capital LLC
April 2022 - Present · 4 yrs 1 mo
State Registrations2 states
ILVA
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.
Mark O'shea - Financial Advisor | TrueAdvisor