Mark Komorowski is a CFP, ChFC-designated registered investment advisor at Wellment Financial, based in Elmhurst, IL, with 5 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 405 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wellment Financial offers investment management services where fees are based on a percentage of the value of your portfolio. The total fee will not exceed 2.0% annually and includes Wellment's advisory fee, the sub-advisor's fee, the model manager fee (if applicable), and transaction costs. Fees are deducted monthly based on the average daily balance of your account.
Location
444 N. York Street, Elmhurst, IL, 60126
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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 Activities
Mark works as a sales associate for Realty Benefit Services and Dergalis Associates LLC since August 2023. These activities each take a few hours per week.
Employment History
Current Registrations
Wellment Financial
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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