MZ
MZ

Mark Zahorik

41 Years of Experience
Chicago, IL

Mark Zahorik is a registered investment advisor at Keeley-Teton Advisors, LLC, based in Chicago, IL, with 41 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $12M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
1 client
Average Client Portfolio
$12.0M average
Assets Under Management
$12.0M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Keeley-Teton Advisors generally charges 1% per year for managing separate accounts, although this can be negotiated. Some accounts may also have a performance-based fee. The minimum account size is typically $1 million, but this can be waived in certain situations. Fees are usually paid quarterly, either in arrears or in advance, as agreed upon with the client.

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Location

141 West Jackson Blvd, Suite 2150, Chicago, IL, 60604

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Keeley-Teton Advisors, LLC
December 2017 - Present · 8 yrs 5 mos
Previous Registrations
Keeley Asset Management CORP
May 1998 - March 2017 · 18 yrs 10 mos
Keeley Investment CORP.Broker
February 1985 - February 2017 · 32 yrs
Dominick & Dominick, IncorporatedBroker
February 1984 - January 1985 · 11 mos
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Mark Zahorik - Financial Advisor | TrueAdvisor