Richard Marotzke
Richard Marotzke is a registered investment advisor at Richmark Private Wealth Management, based in Frankenmuth, MI, with 21 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 368 clients with $53M 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 - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable depending on individual client circumstances. Management fee and the Third Party Investment Adviser fee combined will not exceed 3.00% annually.
Fee Estimator
Location
516 South Main Street, Suite C, Frankenmuth, MI, 48734
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2025Other Business ActivitiesSells Insurance
Richard is the owner and financial advisor at Richmark Private Wealth Management, dedicating nearly full-time hours to sales of securities products. He also owns Michigan Valley Insurance Agency, spending about half his time on sales of fixed insurance products, and is a financial advisor for Alta Holdings, spending minimal time providing property and casualty insurance coverage. Finally, Richard is a Stryde Agent, spending minimal time contacting businesses about savings opportunities.
Employment History
Current Registrations
Richmark Private Wealth Management
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Regal Investment Advisors LLC
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Sagepoint Financial, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Banc One Securities CorporationBroker
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.