Ronny Mark
Ronny Mark is a registered investment advisor at Chicago Investment Advisory Council, INC., based in St. Charles, IL, with 13 years of industry experience. Ronny 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. Their firm serves 1,085 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For ongoing portfolio management, Chicago Investment Advisory Council charges an annual fee based on the value of your investments. For accounts where CIAC has the authority to make trades without asking you first, the fee is typically between 1.00% and 2.00% per year. For accounts where CIAC needs your permission before each trade, the fee is typically between 0.50% and 1.00% per year. The specific fee will be in your agreement. The fee is charged quarterly.
Location
1601 E. Main Street, Suite 1C, St. Charles, IL, 60174
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ronny is the President of Price Futures Group, overseeing all hedging activities, dedicating a significant amount of time to this role. He also refers friends and family to various life insurance products through Chicago Investment Advisory Council, Inc., spending a few hours per week on this.
Employment History
Current Registrations
Chicago Investment Advisory Council, INC.
Previous Registrations
Uhlmann Investment Management, LLC
Uhlmann Price Securities, LLCBroker
Perpetual Wealth Capital Management, LLC
Perpetual Wealth Capital Management, LLC
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.