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Mark Edward Harris

Broxton Capital Advisors

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About Mark Edward Harris

Mark Edward Harris is an investment advisor representative with Broxton Capital Advisors. Mark is registered with the state of California. Mark has been in the industry since 2004 and is based in Old San Juan, Puerto Rico. Mark has experience in providing portfolio management services for both individuals and businesses. Mark's clients include high-net-worth individuals, individuals other than high-net-worth, and businesses. In addition to his work at Broxton Capital Advisors, Mark also works as a solicitor for Prestige Payment Systems.

Firm Information

Mark Harris is currently registered with Broxton Capital Advisors. Broxton Capital Advisors is an investment advisor with 3 investment advisor representatives, managing over $29 million in regulatory assets under management. The firm provides portfolio management services for individuals and businesses. Broxton Capital Advisors primarily works with high-net-worth individuals, managing $27 million for 70 clients, and individuals other than high-net-worth, managing $2 million for 24 clients.
Broxton Capital Advisors

151 CALLE DE SAN FRANCISCO

OLD SAN JUAN, PR 00901-1659

$29.43M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Harris’s Registration & Firm History

PR

01/28/2014 - Present

Broxton Capital Advisors (OLD SAN JUAN PR)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Edward Harris.
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