Advisor at Vestech Asset Management Inc.
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Firm
Vestech Asset Management Inc.
Location
Saint Louis, MO 63141
Credentials
Series 63, Series 65
Industry experience
15 years
Mark Chao is a financial advisor with Vestech Asset Management Inc. in Saint Louis, MO, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at Farmers Financial Solutions, Capital Management Services, Executive Financial Group, and Wealth Management Service. Outside of his advisory work, he serves as Vice President of Promotions and a class instructor for Saint Louis Kendo. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to implement targeted asset-allocation model portfolios, offering discretionary portfolio management and project-based planning engagements.
Based on Vestech Asset Management Inc.
Based on Vestech Asset Management Inc.
Fixed fees for financial planning projects ranging between $150 and $1,000.
$0 - $500,000: 2.00% $500,000 - $1,000,000: 1.50% $1,000,000+: Negotiable
Commission received by representatives from sale of securities and insurance products through Vestech Securities, Inc.
Hourly fees between $150 and $250 per hour for financial planning services.
Account minimum: $5,000 Fee-only: Negotiable fixed fees between $150 and $1,000 for financial planning; hourly fees $150 to $250 per hour.
11477 Olde Cabin Road, Suite 310
Saint Louis, MO 63141
Missouri
Vestech Asset Management
2019 - Present (7 years)
Vestech Securities, Inc.
2019 - Present (7 years)
Farmers Financial Solutions
2017 - 2019 (2 years)
Farmers Insurance
2017 - 2019 (2 years)
Capital Management Services
2017 - 2017 (1 year)
Executive Financial Group
2010 - 2017 (7 years)
Wealth Management Service
2009 - 2016 (7 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Is not active or affiliated with:
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Fenton, MO
Midwest Investment Advisors, LLC
Series 63, Series 65
Chesterfield, MO
Mills Barrington Advisors, LLC.
Series 65
Saint Louis, MO
Midwest Advisors LLC
ChFC®, Series 63
O' Fallon, MO
JM Lotshaw Consulting
Series 63, Series 65
Chesterfield, MO
Premier Wealth Advisory Services, Inc.
Series 66
St. Peters, MO
Durham Wealth Management, LLC
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