Mark Vogel
Mark Vogel is a registered investment advisor at Mark Vogel Wealth Management, LLC, based in North Caldwell, NJ, with 14 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $96M 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
In certain cases, the Wealth Management fee may be modified and based on the nature of the services to be provided, types of investments, portfolio makeup and/or the complexity of the client’s situation.
Fee Estimator
Location
North Caldwell, NJ
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 1993Other Business Activities
Mark is a sole proprietor attorney at law, a business he started in 1991. He spends about half his time on his law practice, much of it during trading hours, doing legal and administrative work.
Employment History
Current Registrations
Mark Vogel Wealth Management, LLC
Previous Registrations
Mark Vogel Wealth Management, LLC
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.