Mark Kollar
Mark Kollar is a registered investment advisor at Kollar Wealth Advisors, LLC, based in Northbrook, IL, with 32 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 40 clients with $12M 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 | 1.85% |
| $1.0M - $5.0M | 1.35% |
| $5M+ | 1.00% |
Annual fee may be negotiable at Kollar Wealth Advisors' discretion. Kollar Wealth Advisors also has Income Only Accounts over $5,000,000 with different tiered fee schedule. For variable annuity and variable life management, the fee is 1.00% of the assets managed.
Fee Estimator
Location
One Northbrook Place, 5 Revere Drive, Suite 200, Northbrook, IL, 60062
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2009Regulatory
September 2005Other Business ActivitiesSells Insurance
Mark is involved in several outside business activities. He is an independent contractor/certified estate planning professional, owner of Estate Plan Accounting, chairman/founder/trustee for a charity, board member for Loyola Academy Sailing, owner/insurance agent for Kollar Insurance Services, and an independent affiliate for At Cost Metals, LLC. Mark dedicates a few hours per week to insurance sales.
Employment History
Current Registrations
Kollar Wealth Advisors, LLC
Previous Registrations
Kollar Wealth Advisors, LLC
Gradient Securities, LLCBroker
Allegiant Securities L.L.C.Broker
Allegiant Asset Management L.L.C.
Jonathan Roberts Advisory Group, INC.
J.W. Cole Financial, INC.Broker
Cfd Investments, INC.Broker
Creative Financial Designs, INC.
High Mark Securities, INC.Broker
Sigma Financial CorporationBroker
Cfd Investments, INC.Broker
Joseph Roberts & CO., INC.Broker
New England SecuritiesBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
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.