Mark Koellner is a CFP-designated registered investment advisor at Steelpeak Wealth, LLC, based in Dallas, TX, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,358 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SteelPeak Wealth charges an annual fee based on the value of your portfolio. The fee ranges from 0.75% to 1.75% per year, depending on the size and composition of your portfolio and the services you receive. The fee is calculated each quarter, in advance, based on the market value of your investments on the last day of the previous quarter. The firm may negotiate a different fee rate for certain client holdings, such as assets held away, accommodation accounts, or alternative investments.
Location
8350 N Central Expy., Suite 1900, Dallas, TX, 75206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark works as an insurance agent, dedicating full-time hours to selling insurance products to clients. This activity is investment-related and occurs at the reported business location(s).
Employment History
Current Registrations
Steelpeak Wealth, LLC
Previous Registrations
Titleist Asset Management, LLC
Titleist Capital, LLCBroker
Titleist Capital, LLC
Edward Jones
Edward JonesBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Butler Freeman Tally Financial Group, LLCBroker
State Registrations1 state
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.