Mark Boser is a registered investment advisor at Orgel Wealth Management, LLC, based in Altoona, WI, with 18 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 3,976 clients with $9.5B 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 $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.30% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.10% |
Fees are negotiable based on factors such as anticipated future assets, account composition, and related accounts. Lower fee arrangements may apply to short-duration fixed income investments.
Fee Estimator
Location
2420 Rivers Edge Drive, Altoona, WI, 54720
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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 Activities
Mark owns a residential rental property in Becker, MN since 2005. This activity requires minimal time.
Employment History
Current Registrations
Orgel Wealth Management, LLC
Previous Registrations
RBC Capital Markets, LLC
Nrp Advisors, INC.
Nrp Financial, INC.
Cantella & CO., INC.
State Registrations1 state
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.
Exams
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