Mark Vanderhagen
Mark Vanderhagen is a CFP-designated registered investment advisor at Wealth Advisors Group, based in Fort Wayne, IN, with 38 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 991 clients with $1.1B 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 $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.2M | 1.10% |
| $1.3M - $4.0M | 1.00% |
| $4.0M - $7.0M | 0.80% |
| $7.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
Fees are negotiable for accounts over $15,000,000. The schedule above starts at $100,000, so the rate for $0-$99,999 is unknown.
Fee Estimator
Location
12726 Coldwater Rd, Fort Wayne, IN, 46845
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2024Other Business Activities
Mark is involved in several non-investment related activities, including a real estate holding company, a tax preparation service, and bookkeeping for business expenses. He also serves on the board of Watersong Office Park and as treasurer for a chapter of Legatus International, spending minimal time on each.
Employment History
Current Registrations
Wealth Advisors Group
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial Corporation
LPL Financial LLCBroker
Phoenix Equity Planning CorporationBroker
American Express Financial Advisors INC.Broker
State Registrations2 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.