Mark Nortman is a registered investment advisor at Capitol Family Office, INC., based in Beaverton, OR, with 23 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 139 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 $499K | 2.00% |
| $499K - $1000K | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
1500 NW Bethany Blvd., Suite 200, Beaverton, OR, 97006
Get directionsHistory
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 member of Cannon Beach Haus, LLC, managing a vacation rental property, dedicating minimal time. He is also a member of Executive Tax Advisors, LLC, providing income tax preparation and tax planning services, spending about a quarter of his time outside of trading hours.
Employment History
Current Registrations
Capitol Family Office, INC.
Previous Registrations
Financial Advocates Investment Management
LPL Financial LLC
LPL Financial LLCBroker
Ameriprise Financial Services, INC.Broker
Pacific West Financial Consultant INC
Pacific West Securities, INC.Broker
Strand, Atkinson, Williams & York, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.