Advisor at HV Capital Management
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Firm
HV Capital Management
Location
Montgomery, NY 12549
Credentials
Series 65
Industry experience
< 1 year
Mark Lazarczyk is a financial advisor at HV Capital Management with a Series 65 designation and one year of industry experience. He previously worked for Hudson Valley Investment Advisors, Inc. for ten years. HV Capital Management provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm’s investment approach combines a proprietary Macroeconomic Signal Matrix with scenario-based frameworks to guide strategic asset allocation and tactical positioning, and it offers a subscription-based research product with market commentary and thematic insights.
Based on HV Capital Management
$0 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% Above $5,000,000+: 0.50%
Subscription research services fee is $20 per month or $200 annually paid in advance
Account minimum: $3,000 minimum annual fee for investment management services clients Minimum fee: Minimum annual investment management services fee of $3,000
2134 State Route 208, Suite 4
Montgomery, NY 12549
New York
HV Capital Management, LLC
2025 - Present (1 year)
Hudson Valley Investment Advisors, Inc.
2015 - 2025 (10 years)
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