Mark Koellner is a CFP-designated registered investment advisor at Steelpeak Wealth, LLC, based in Dallas, TX, with 20 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 2,428 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual management fee ranges between 0.75% and 1.75% depending on the size and composition of your portfolio and the type of services rendered. Fees are negotiable.
Fee Estimator
Location
8350 N Central Expy., Suite 1900, Dallas, TX, 75206
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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 ActivitiesSells Insurance
Mark works as an insurance agent, dedicating full-time hours to selling insurance products to clients. This activity is investment-related and occurs at the reported business location(s).
Employment History
Current Registrations
Steelpeak Wealth, LLC
Previous Registrations
Titleist Asset Management, LLC
Titleist Capital, LLCBroker
Titleist Capital, LLC
Edward Jones
Edward JonesBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Butler Freeman Tally Financial Group, LLCBroker
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.
Exams
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