Mark Collier
Mark Collier is a registered investment advisor at Altitude Capital Management LLC, based in Lake Mary, FL, with 2 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 295 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Altitude Capital Management charges a monthly fee based on the size of your portfolio and the complexity of services. The annual fee is a maximum of 2.0%. Consulting services are included in these fees, except in unique circumstances where a separate financial planning agreement may be required. Fees are negotiable.
Location
801 International Parkway Suite 500, Lake Mary, FL, 32746
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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 ActivitiesSells Insurance
Mark works as an insurance agent in Lake Mary, Florida since 2012, selling various insurance products. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Altitude Capital Management LLC
Previous Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Pruco Securities, LLC.Broker
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.