Mark Stevens is a CFA, CFP-designated registered investment advisor at Vestera Wealth LLC, based in Peosta, IA, with 13 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
All clients will be charged a minimum annual fee of $12,000. The Advisor’s total fee will not exceed 2.00% of the Client’s assets under management. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
Peosta, IA
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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
Vestera Wealth LLC
Previous Registrations
Atcapital Management
Atcapital Management
State Registrations1 state
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