Mark Bloomlee is a registered investment advisor at Anchor Capital, based in Aliso Viejo, CA, with 10 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 33 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Anchor Capital's standard practice is to not charge its clients an investment advisory fee. However, if an investment advisory fee is agreed to, it will be between 0.35% to 0.75% per year, depending on the value of the assets managed and the type of services provided. Fees are billed quarterly in arrears. Anchor Capital may adjust or waive its fees at its discretion. Clients will also incur fees charged by the mutual funds and exchange traded funds they invest in.
Location
15 Enterprise, Suite 450, Aliso Viejo, CA, 92656
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Anchor Capital
State Registrations1 state
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