Mark Kerman is a registered investment advisor at Rcm Wealth Advisors, based in Chicago, IL, with 8 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 830 clients with $390M 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 $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Also offers Managed Asset Portfolios (MAP) with fees ranging from 0.25% to 0.50%. Non-discretionary accounts are charged either a $500 annual minimum fee or 0.5% of the assets in the account, not to exceed 3% of the overall portfolio. Fees may be negotiable.
Fee Estimator
Location
318 W Adams St, 10th Floor, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Mark is a partner and CPA at Siepert & Co, LLP, an accounting firm, since 2004. He manages the Sycamore office and offers accounting, consulting, tax planning, and preparation services, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Rcm Wealth Advisors
Previous Registrations
Harvest Investment Services, LLC
Investment Advisors
Proequities, INC.Broker
State Registrations1 state
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