| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $10.0M | 0.90% |
| $10.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Fees negotiable for amounts over $100,000,000.
275 Sacramento Street, 8th Floor, San Francisco, CA, 94111
Get directionsMark is an owner and investment adviser representative of Lakeside North Capital Advisors, LLC, spending minimal time on these activities. He also serves as an expert witness, opining on investment portfolio valuations since 2016.