Mark Orgel is a registered investment advisor at Orgel Wealth Management, LLC, based in Altoona, WI, with 29 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,911 clients with $8.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.30% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.10% |
Orgel Wealth Management may charge a lesser investment management fee based upon certain criteria. Certain historic fee schedules may also impose lower advisory fees for the management of fixed income and cash and cash equivalent securities, compared to the advisory fee for managing equity and alternative investments.
Fee Estimator
Location
2420 Rivers Edge Drive, Altoona, WI, 54720
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 1996Customer Dispute
March 1990Other Business Activities
Mark is an oversight member of Heartland Equity Management, LLC, which manages Heartland Equity Partners I & II, dedicating a few hours per week. He is also an investor in Heartland Equity Partners I & II and a member of CSMP Real Estate, LLC, spending minimal time on each.
Employment History
Current Registrations
Orgel Wealth Management, LLC
Previous Registrations
RBC Capital Markets, LLC
State Registrations4 states
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.