Mark Niederhelman
Mark Niederhelman is a registered investment advisor at Lineweaver Wealth Advisors, based in Valley View, OH, with 21 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,539 clients with $910M 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 $500K | 1.85% |
| $500K - $5.0M | 1.65% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
9035 Sweet Valley Drive, Valley View, OH, 44125
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2014Other Business ActivitiesSells Insurance
Mark works as a registered representative for Lineweaver Financial Group, selling investments and insurance, and as an investment advisor representative for Lineweaver Wealth Advisors, focusing on portfolio management and consultation. Both activities take about half of Mark's time.
Employment History
Current Registrations
Lineweaver Wealth Advisors
Previous Registrations
Triad Advisors LLCBroker
Spc
Sigma Financial CorporationBroker
Walnut Street Securities, INC.Broker
State Registrations2 states
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.