Mark Michalek
Mark Michalek is a CFA-designated registered investment advisor at Ramsay Stattman Vela & Price INC, based in Colorado Springs, CO, 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 High Net Worth, Investment Management. Their firm serves 404 clients with $780M 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 | 1.25% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.70% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Location
2 N. Cascade Ave., Ste 810, Colorado Springs, CO, 80903
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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 →Employment History
Current Registrations
Ramsay Stattman Vela & Price INC
Previous Registrations
UBS Securities LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AXA Advisors, LLCBroker
State Registrations1 state
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