Mark Meier is a CFP-designated registered investment advisor at Advisory Services Network, based in Fort Atkinson, WI, with 22 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, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
509 McMillen Street, Fort Atkinson, WI, 53538
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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 R. Meier, Inc., a service corporation, since 2005 and is a member of Meier Holdings, LLC, which owns office buildings, since 2010. He is also a council member of SAINT JOSEPH PARISH FINANCE COUNCIL, dedicating minimal time to this investment-related activity.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
R. Meier, INC.
Virchow Krause Wealth Management LLC
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.