MT
CFA
MT
CFA

Mark Daniel Tumpach

15 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
1 client
Average Client Portfolio
$2.7B average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $15.0M0.90%
$15.0M - $25.0M0.80%
$25.0M - $50.0M0.70%
$50.0M - $100.0M0.60%
$100.0M - $150.0M0.50%
$150.0M - $250.0M0.40%
$250M+0.30%

Equity Management Services

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

200 North Adams Street, Green Bay, WI, 54301

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Mark was the general manager of a rock band called Asphalt Drive until 2010, dedicating about 10-20% of his time. He also served as a Board Supervisor for Brown County until 2012, spending about 10-20% of his time in that role.

Employment History
Current Registrations
Kellogg Asset Management, LLC
January 2010 - Present · 16 yrs 1 mo
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.
Mark Daniel Tumpach - Financial Advisor | TrueAdvisor