Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Ruben Tracy is a financial advisor with over 16 years of experience in the industry. Mark Tracy is registered with KM Capital Management, Ltd. in Austin, Texas and has been with the firm since June 2005. Mark Tracy specializes in providing financial planning and investment management services to individuals, high net worth individuals, charitable organizations, and pooled investment vehicles. Mark Tracy is a Certified Financial Planner and holds a Series 65 license.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Bookkeeping services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
01/22/2014 - Present
KM Capital Management, Ltd. (AUSTIN TX)
Active
Inactive
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