Mark Albers is a CFP-designated registered investment advisor at Verus Wealth Management, based in De Pere, WI, with 12 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 59 clients with $140M 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 $2.0M | 0.95% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.30% |
The annual advisory fee is paid quarterly in advance. The minimum quarterly advisory fee shall be $1,500 (i.e., $6,000 annual fee). If VWM utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined annual advisory fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Location
2071D Lawrence Drive, De Pere, WI, 54115
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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 →Employment History
Current Registrations
Verus Wealth Management
Previous Registrations
Mariner Platform Solutions
Adviceperiod, LLC
Wipfli Financial Advisors, LLC
State Registrations2 states
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