Advisor at Kollar Wealth Advisors, LLC
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Firm
Kollar Wealth Advisors, LLC
Location
Northbrook, IL 60062
Credentials
Series 63, Series 65
Industry experience
32 years
Mark Kollar is the principal of Kollar Wealth Advisors, LLC in Northbrook, IL, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kollar Wealth Advisors since 2009. Kollar also has extensive experience in estate planning and insurance services dating back to 1995. Outside of his advisory work, he is the chairman and founder of the Myositis Association Cup Golf Challenge Trust, a nonprofit fundraising initiative. Kollar Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a goal- and risk-based investment process and manages approximately $12.4 million across about 40 client relationships.
Based on Kollar Wealth Advisors, LLC
Based on Kollar Wealth Advisors, LLC
Fixed fee of $500 for Basic Financial Planning Services
$0 - $1,000,000: 1.85% $1,000,000.01 - $5,000,000: 1.15% $0 - $1,000,000: 1.35% $5,000,000.01 - $15,000,000: 0.55% $15,000,000.01 - $25,000,000: 0.40% $25,000,000.01 - $35,000,000: 0.35% $35,000,000.01 - $45,000,000: 0.27% Over $5,000,000+: 1.00% $5,000,000 - $10,000,000: 0.80% $0 - $5,000,000: 0.80% $10,000,000.01 - $15,000,000: 0.45% $15,000,000.01 - $25,000,000: 0.40% $25,000,000.01 - $35,000,000: 0.35% $35,000,000.01 - $45,000,000: 0.27%
$200 per hour for financial planning and retirement planning services
Fee-only: Basic Financial Planning Services: $500 fixed fee; Financial Planning hourly fee: $200/hour
One Northbrook Place, 5 Revere Drive, Suite 200
Northbrook, IL 60062
Illinois · Ohio
At Cost Metals, LLC
2024 - 2026 (2 years)
Kollar Wealth Advisors, LLC
2009 - Present (17 years)
Estate Plan Accounting
2005 - Present (21 years)
The Estate Plan
1998 - Present (28 years)
Kollar Insurance Services
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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