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Mark Reges

Reges Wealth Management LLC
5 Years of Experience
Potomac, MD
1 Disclosure
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Mark Reges is a registered investment advisor at Reges Wealth Management LLC, based in Potomac, MD, with 5 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.

Reges Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25KIncluded
$25K - $250K1.00%
$250K - $500K0.85%
$500K+0.75%

Accounts under $25,000 are charged a flat fee of $15 per month. Fees are negotiable at the sole discretion of Reges Wealth Management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Potomac, MD

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History

Regulatory History (1)
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Criminal
September 2024
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Reges Wealth Management LLC
September 2026 - Present · 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2021 - February 2026 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2021 - February 2026 · 4 yrs 10 mos
Raymond James Financial Services, INC.Broker
April 2019 - July 2019 · 3 mos
State Registrations1 state
MD
Advisor

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
No exam information available for this advisor.
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