Mark Oelschlager is a CFA-designated registered investment advisor at Oelschlager Investments, based in Akron, OH, with 4 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. Their firm serves 22 clients with $63M 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 $3.0M | 0.90% |
| $3M+ | 0.70% |
Fees can be negotiated based on the amount of discretionary assets under management, as well as employee-related accounts.
Fee Estimator
Location
4040 Embassy Pkwy Suite 320, Akron, OH, 44333
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Oelschlager Investments
State Registrations1 state
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