Brian Mark
Brian Mark is a registered investment advisor at St. James Investment Advisors, LLC, based in Port Jefferson, NY, with 23 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 138 clients with $510M 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 $50K | 0.70% |
| $50K - $100K | 0.60% |
| $100K+ | 0.50% |
These fees apply to direct accounts under the Standard Tiered Fee Schedule. The Standard Linear Fee Schedule charges 0.75% for Aggressive, Growth, Moderate, and Conservative Portfolios and 0.65% for Balanced, High Dividend Yield, and All Cap Equity Portfolios. Institutional clients pay a maximum of 0.60%.
Fee Estimator
Location
414 Main Street, Suite 205, Port Jefferson, NY, 11777
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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
St. James Investment Advisors, LLC
Previous Registrations
Liberty St. James
St. James Investment Company, LLC
State Registrations3 states
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