Mark Lorenz is a registered investment advisor at Lorenz Financial, based in West Lafayette, IN, 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 Investment Management, Retirement Planning. Their firm serves 10 clients with $7.5M 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 $1.5M | 0.50% |
| $1.5M - $3.0M | 0.35% |
| $3.0M - $6.0M | 0.25% |
| $6.0M - $12.0M | 0.20% |
| $12.0M - $24.0M | 0.16% |
| $24.0M - $50.0M | 0.13% |
| $50M+ | 0.13% |
Fee Estimator
Location
West Lafayette, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lorenz Financial
State Registrations1 state
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