Mark Chao
Mark Chao is a registered investment advisor at Vestech Asset Management INC., based in Saint Louis, MO, with 15 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 270 clients with $100M 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 | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees are negotiable for accounts over $1,000,000. The total amount of the fee a client pays will not exceed industry standards of excessive fees, which is 2.00% annually.
Fee Estimator
Location
11477 Olde Cabin Road, Suite 310, Saint Louis, MO, 63141
Get directionsHistory
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 is an investment representative at Vestech Securities, Inc. since 2019, spending about half of his time helping clients achieve their financial goals. He is also the Vice President of Promotions and a Kendo class instructor for Saint Louis Kendo, dedicating about 10-20% of his time. Mark is also a licensed insurance agent, spending about a third of his time on insurance sales.
Employment History
Current Registrations
Vestech Securities, INC.Broker
Vestech Asset Management INC.
Previous Registrations
Farmers Financial Solutions, LLCBroker
Capital Management Services, INC.
World Equity Group, INC.Broker
World Equity Group, INC.
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.