Mark Manber is a registered investment advisor at Investment Research CORP, based in Kingwood, TX, with 40 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 177 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IRC clients pay a single annual fee for the wrap fee program, based on a percentage of the portfolio's market value or a flat fee, whichever they choose. The client can choose a $3,000 flat fee, or a fee based on a percentage of the account value for 0.5%, 1.0%, 1.5% or another percent value mutually agreed upon. The maximum fee is 2.0% of assets under management, not including program, product, custodial, or mutual fund fees.
Location
Kingwood, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is a tax professional since 2004, dedicating about half his time during tax season. He also works as a customer service representative at United Airlines and is an Investment Advisor Representative at Investment Research Corp, spending minimal time on each of these roles.
Employment History
Current Registrations
Investment Research CORP
World Capital Brokerage, INC.
World Capital Brokerage, INC.Broker
Previous Registrations
1717 Capital Management Company
1717 Capital Management CompanyBroker
American General Securities IncorporatedBroker
Derand/pennington/bass, INC.Broker
Mesa Securities CorporationBroker
First Investors CorporationBroker
State Registrations12 states
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