Advisor at AQR Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AQR Capital Management, LLC
Location
Austin, TX
Credentials
Series 63
Industry experience
9 years
Mark Beal is a financial advisor at AQR Capital Management, LLC with nine years of industry experience. He has held positions at Merrill and worked as a self-employed advisor before joining AQR in 2021. He holds a Series 63 designation and is based in Austin, TX. AQR Capital Management is a quantitative investment manager serving institutional and pooled-vehicle clients, including mutual funds, pension plans, sovereign wealth funds, and high-net-worth investors. The firm uses a systematic, research-driven, multi-factor approach across equities, multi-asset, and alternative strategies, offering discretionary, hybrid, and model-based portfolio solutions.
Based on AQR Capital Management, LLC
Based on AQR Capital Management, LLC
$0+: Up to 3.50% annually (AQR Mutual Funds) $0+: Up to 1.80% annually (AQR UCITS) $0+: Up to 2.90% annually (Sponsored Funds, may be tiered) $0+: Up to 2.00% annually (Institutional Managed Accounts, negotiated) $0+: Up to 2.50% annually (Independent / RIA Accounts, negotiated)
Up to 36% of net profits for certain Sponsored Funds; up to 30% in certain AQR UCITS; up to 22.5% for some Institutional Managed Accounts; not charged for Independent / RIA Accounts.
Account minimum: $1,000,000 Fee-only: Asset-based fees typically annual fixed fees based on AUM; fees negotiated case-by-case; no commissions charged to Independent / RIA Accounts; performance fees may apply for certain clients.
Austin, TX
Texas
AQR Capital Management, LLC
2021 - Present (5 years)
Self-employed
2018 - 2021 (3 years)
Merrill
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Pflugerville, TX
Premca LLC
Series 66
Austin, TX
Solaris Private Wealth Management
CFA®, Series 65
Austin, TX
Blue Tower Asset Management, LLC
CFP®, Series 63
Austin, TX
Mark Monreal & Associates
Series 66
Austin, TX
DeStefano Wealth Management
CFP®, Series 63
Austin, TX
Mullett Financial LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")