Mark Samel is a CFP-designated registered investment advisor at Choice Asset Management LLC, based in Lakewood, NJ, with 19 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, Retirement Planning. Their firm serves 56 clients with $51M 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 | 1.00% |
| $1M+ | 0.50% |
This is the fee for an account that involves responsibilities in addition to investment supervisory services (i.e. accounting reporting responsibilities, considering assets not under management etc.). If Choice Asset Management’s responsibility for the account is limited to investment advice for assets under management, the fee schedule will be lower: All assets - 0.5% per year.
Fee Estimator
Location
Lakewood, NJ
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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 works as a school teacher at Yeshivat Keter Torah since 2012. This activity takes nearly full-time.
Employment History
Current Registrations
Choice Asset 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.