Mark Ivan is a registered investment advisor at Ivan Capital Management, INC., based in Longmont, CO, with 29 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
Fees and account minimums are negotiable and may be adjusted under special circumstances.
Fee Estimator
Location
Longmont, CO
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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 a board member of CM Advisors, an investment advisory business, since 2003. This requires a few hours per week of his time.
Employment History
Current Registrations
Ivan Capital Management, INC.
State Registrations2 states
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