Mark Dorman
Mark Dorman is a ChFC-designated registered investment advisor at Wellth Advisory Services, LLC, based in Shorewood, IL, with 37 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, Retirement Planning. Their firm serves 2,383 clients with $24B 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 | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable. WELLth Advisory Services also uses LPL Financial's advisory programs, which have maximum fees ranging from 1.35% to 2.95%.
Fee Estimator
Location
Shorewood, IL
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2014Customer Dispute
October 2002Other Business ActivitiesSells Insurance
Mark is involved in several businesses, including multiple DBAs for his LPL business, real estate rentals, and Dorman Strategic Consulting LLC. He also dedicates a few hours per week to non-variable insurance through Dorman Legacy Advisors, LLC.
Employment History
Current Registrations
Wellth Advisory Services, LLC
LPL Financial LLCBroker
Previous Registrations
Global Retirement Partners LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
New England SecuritiesBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
New England SecuritiesBroker
State Registrations5 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.