Robert Mark Hoyt

Mcm Wealth

11 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth

Mcm Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

82 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$151.2M

Fee Structure

Minimum Investment:$2M

Location

7250 Redwood Blvd, Suite 300, Novato, CA, 94945

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Mcm Wealth

September 2021 - Present · 4 yrs 5 mos

Previous Registrations

Blue Hall Capital

September 2017 - August 2021 · 3 yrs 11 mos

Blue Hall Capital, LLC

November 2014 - December 2017 · 3 yrs 1 mo

State Registrations2 states

CAWA

Advisor

Exams

No exam information available for this advisor.