Mark Nelessen is a registered investment advisor at Avaii Wealth Management, LLC, based in Appleton, WI, with 4 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 809 clients with $440M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.75% |
Fees may be negotiable. Clients may select a fixed fee option ranging from $5,000 to $30,000 annually. The total blended fee, including Avaii's fee and any independent manager's fee, will not exceed 1.55% annually.
Fee Estimator
Location
2101 N Casaloma Dr, Appleton, WI, 54913
Get directionsHistory
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 is a sales representative for Array Energy, dedicating about 10-20% of his time to this non-investment related activity. He is also an independent insurance agent, spending a few hours per week on this activity.
Employment History
Current Registrations
Avaii Wealth Management, LLC
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.