Mark Sansoterra
Mark Sansoterra is a CFA-designated registered investment advisor at Highview Capital Management, LLC, based in Buffalo Grove, IL, with 6 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 73 clients with $360M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $50.0M | 0.60% |
| $50M+ | 0.60% |
Fees negotiable above $50,000,000.
Fee Estimator
Location
2150 E. Lake Cook Road, Suite 820, Buffalo Grove, IL, 60089
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Highview Capital Management, LLC
State Registrations1 state
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