Cristine Marik
Cristine Marik is a CFA, CFP-designated registered investment advisor at Modern Wealth Management, LLC, based in Orland Park, IL, with 26 years of industry experience. Cristine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 11,934 clients with $11B 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable. Eligible first responder and military households receive a discounted rate of 1.25% on the first tier ($0-$499,999).
Fee Estimator
Location
10709 W. 159th Street, Orland Park, IL, 60467
Get directionsHistory
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
Cristine holds an insurance license and oversees existing life insurance and variable annuities. This activity takes minimal time.
Employment History
Current Registrations
Modern Wealth Management, LLC
Previous Registrations
Ofm Wealth
Stevens Wealth Management LLC
Leonetti & Associates, LLC
Leonetti & Associates INC
Successful Financial Solutions 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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