MN
MN
Mark Nasche
41 Years of Experience
Overland Park, KS
2 Disclosures
Mark Nasche is a registered investment advisor at Nasche Asset Management LLC, based in Overland Park, KS, 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 Business Owners, High Net Worth, Investment Management. Their firm serves 30 clients with $19M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
30 clients
Average Client Portfolio
$627K average
Assets Under Management
$18.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.5M | 0.75% |
| $1.5M - $3.0M | 0.50% |
| $3M+ | 0.40% |
Fees are negotiable based on client type, potential for additional deposits, relationship with the advisor, and total assets managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Overland Park, KS
Get directionsHistory
Regulatory History (2)
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Customer Dispute
July 2023Denied
Customer Dispute
November 1997Denied
Employment History
Current Registrations
Nasche Asset Management LLC
May 2020 - Present · 6 yrs
Previous Registrations
Oppenheimer & CO. INC.
April 2009 - February 2020 · 10 yrs 10 mos
Oppenheimer & CO. INC.Broker
April 2009 - February 2020 · 10 yrs 10 mos
Stifel, Nicolaus & Company, Incorporated
February 2001 - April 2009 · 8 yrs 2 mos
Stifel, Nicolaus & Company, IncorporatedBroker
November 2000 - April 2009 · 8 yrs 5 mos
George K. Baum & CompanyBroker
November 1999 - November 2000 · 1 yr
U.S. Bancorp Piper Jaffray INC.Broker
November 1990 - December 1999 · 9 yrs 1 mo
Lehman Brothers INC.Broker
March 1985 - December 1990 · 5 yrs 9 mos
First Jersey Securities, INC.Broker
July 1984 - February 1985 · 7 mos
State Registrations3 states
KSMOTX
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.