Mark Kerman is a registered investment advisor at Rcm Wealth Advisors, based in Chicago, IL, with 9 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, High Net Worth, and 4 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% |
Fees are negotiable based on client complexity and assets. Non-discretionary accounts charge 0.5% with a $500 minimum and a 3% maximum. Internal managed asset portfolio strategies may carry additional strategy fees of 0.25% to 0.5%.
Fee Estimator
Location
318 W Adams St, 10th Floor, Chicago, IL, 60606
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 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
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
More Advisors
- Frank SchulzRcm Wealth Advisors
- Nicholas Hunt, CFPOppenheimer & CO. INC.
- Aimee O'connor, CFPMarquette Associates, INC.
- Sean Knoerzer, CFPCorient
- Deshawn Peterson, CFPMidland Wealth Management
- Wanjiku Ikenye, CFPJ.P. Morgan Securities LLC