Mark Dinner is a registered investment advisor at Icw Holdings, LLC, based in Brooklyn, NY, 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. Their firm serves 18 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ICW Holdings offers two investment strategies with different fee structures:
- Future Winners Strategy: For qualified clients, the annual fee is typically 1.00% of your portfolio, plus a 10% annual performance-based fee. For non-qualified clients, the annual fee is typically 1.50% with no performance fee.
- Steady Income Strategy: The annual fee is typically 1.00% for both qualified and non-qualified clients. Qualified clients may also be charged a 10% annual performance-based fee depending on the level of active management.
These fees are negotiable and are based on the value of your account at the end of each quarter. You'll also pay brokerage fees and other charges from the custodian.
Location
Brooklyn, NY
Get directionsHistory
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 a managing member of MD & AM LLC, sponsoring special purpose vehicles, and spends about a few hours per week on this. He is also involved with NSAABA LLC, Casino Security LLC, Expanding Capital, and MDNQCOSMOS, LLC, with varying levels of involvement and investment.
Employment History
Current Registrations
Icw Holdings, LLC
State Registrations1 state
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.