MO
MO
Mark Ohlmann
12 Years of Experience
Traverse City, MI
1 Disclosure
Mark Ohlmann is a registered investment advisor at Ohlmann Investment Advisors LLC, based in Traverse City, MI, with 12 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 59 clients with $17M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
59 clients
Average Client Portfolio
$289K average
Assets Under Management
$17.0M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Traverse City, MI
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
May 2012Employment History
Current Registrations
Ohlmann Investment Advisors LLC
May 2013 - Present · 13 yrs
State Registrations2 states
INMI
Advisor
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
No exam information available for this advisor.