Mark Alcorn is a registered investment advisor at Arch Global Advisors, LLC, based in St. Augustine, FL. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 244 clients with $140M 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 | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
In certain instances Client’s will incur a Portfolio Fee in addition to their investment advisory fee as agreed upon in the Client agreement. Portfolio fee is 0.15%. Fees may be negotiable.
Fee Estimator
Location
3275 Us Highway 1, S, St. Augustine, FL, 32086
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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 →Employment History
Current Registrations
Arch Global Advisors, LLC
State Registrations1 state
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