Mark Michel is a CFA-designated registered investment advisor at Diesslin Group, INC., based in Fort Worth, TX, with 3 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 286 clients with $700M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $6.0M | 0.30% |
| $6.0M - $10.0M | 0.25% |
| $10.0M - $20.0M | 0.20% |
| $20M+ | 0.15% |
Fee Estimator
Location
425 Houston Street, Suite 500, Fort Worth, TX, 76102
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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
Diesslin Group, INC.
State Registrations1 state
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