Advisor at Verus Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Verus Wealth Management
Location
De Pere, WI 54115
Credentials
CFP®, Series 65
Industry experience
12 years
Mark Albers is a CFP® with 12 years of industry experience and currently leads Verus Wealth Management in De Pere, WI. His prior roles include positions at Mariner Platform Solutions, AdvicePeriod, Wipfli Financial Advisors, and Hewins Financial Advisors. Verus Wealth Management serves individuals, high-net-worth clients, trusts and estates, donor-advised funds, and small businesses, providing portfolio management alongside ongoing and project-based financial planning. The firm employs an investment approach based on Modern Portfolio Theory, using passive mutual funds and ETFs combined with discretionary trading, and maintains oversight of outside managers and borrowing in separately managed accounts.
Based on Verus Wealth Management
Based on Verus Wealth Management
Ongoing Financial Planning fixed fees range $750 to $2,500 quarterly; initial financial plan fee up to $1,500; Project-Based Financial Planning fixed fees range $3,000 to $10,000.
$0 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.45% $10,000,001+: 0.30%
Fee-only: Wealth Management fees are asset-based as per tiered schedule; Financial Planning fees are fixed and recurring; no commissions or performance-based fees.
2071 D Lawrence Drive
De Pere, WI 54115
California · Wisconsin
Verus Wealth Management, LLC
2022 - Present (4 years)
Mariner Platform Solutions
2022 - 2022 (1 year)
AdvicePeriod
2020 - 2022 (2 years)
Wipfli Financial Advisors, Llc
2018 - 2020 (2 years)
Hewins Financial Advisors, LLC
2017 - 2018 (1 year)
Hewins Financial Advisors, LLC
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Financial Advisory Group, Inc.
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