Mark Kollar
Mark Kollar is a registered investment advisor at Hda Wealth Management, LLC, based in Poland, OH, with 27 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 427 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Portfolio Management Fee is negotiated between you and your Financial Advisor. The maximum annualized Portfolio Management Fee that can be charged to you is one percent (1.00%)
Fee Estimator
Location
3298 Stones Throw Ave, Poland, OH, 44514
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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
Mark works as a financial advisor at HDA Wealth Management, providing investment advice and selling investment and insurance products. This takes about half of his time, including market hours.
Employment History
Current Registrations
Hda Wealth Management, LLC
Previous Registrations
SA Stone Investment Advisors INC.
Stonex Securities INC.Broker
Wrp Investments, INC.Broker
Scottrade, INC.Broker
True Wealth Design, LLC
Brokersxpress LLCBroker
Brokersxpress LLC
UBS Financial Services INC.Broker
UBS Financial Services INC.
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Harris Investorline INC.Broker
Harris InvestorlineBroker
State Registrations3 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.