Mark Olhoeft is a registered investment advisor at Olhoeft Financial, LLC, based in San Juan Capistrano, CA, with 19 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, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 26 clients with $68M 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 | 1.20% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.25% |
| $10.0M - $20.0M | 0.20% |
| $20.0M - $30.0M | 0.15% |
| $30M+ | 0.10% |
Fee Estimator
Location
San Juan Capistrano, CA
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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
Olhoeft Financial, LLC
State Registrations1 state
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