Mark Witaschek is a registered investment advisor at Aurelius Family Office, LLC, based in Bedford, NH, with 31 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 167 clients with $320M 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 | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable and may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by AFO and the client.
Fee Estimator
Location
3 Executive Park Drive, Suite 261, Bedford, NH, 03110
Get directionsHistory
Regulatory History (1)
Criminal
May 2018Other Business Activities
Mark is the owner of Aurelius Family Office, a registered investment advisory firm, since 2022. He spends a few hours per week on this activity both during and outside of trading hours.
Employment History
Current Registrations
Aurelius Family Office, LLC
Previous Registrations
Mclean Asset Management CORP.
The Harbor Group, INC.
State Registrations3 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.