Mark Vogel Wealth Management helps clients invest in stocks, aiming to maximize returns based on their risk tolerance. They focus on growth stocks at reasonable prices and manage focused portfolios, typically holding stakes in no more than six or seven companies. They assess a client's financial situation and risk tolerance before making investment decisions, prioritizing the client's comfort level.
Assets Under Management$96M
Clients7
Advisors1
Avg. per Client$14M
Avg. per Advisor$96M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
In certain cases, the Wealth Management fee may be modified and based on the nature of the services to be provided, types of investments, portfolio makeup and/or the complexity of the client’s situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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