Mark Demma
Mark Demma is a registered investment advisor at Demma-Novak Wealth Management, based in Dayton, OH, with 24 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 235 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.75% |
| $250K - $500K | 0.50% |
| $500K - $750K | 0.25% |
| $750K+ | 0.10% |
Some clients may have custom fee schedules that may be higher or lower than the tiered schedule above. Orion also charges separate fees for their services, ranging from 0.10% to 0.45% depending on whether you use mutual funds or exchange-traded funds, and an annual account maintenance fee of $25-$50.
Fee Estimator
Location
261 Regency Ridge Drive, Dayton, OH, 45459
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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 owns Demma Novak Wealth Management, where he works as an insurance agent. He is also an investment advisor representative with Securities America Advisors and owner/advisor at Demma Wealth Management, LLC, spending nearly full-time hours as a registered investment advisor.
Employment History
Current Registrations
Demma-Novak Wealth Management
Previous Registrations
Securities America Advisors, INC.
Brecek & Young Advisors, INC.
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.