Mark Lorenz
Advisor at Lorenz Financial
Updated today
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.
About
Mark Lorenz is the sole advisor at Lorenz Financial, an independent firm based in West Lafayette, IN. He holds a Series 65 credential and has nine years of industry experience, including a prior period of retirement from 2013 to 2016. Since 2016, he has operated Lorenz Financial Services, LLC. Lorenz Financial serves individual and couple clients, primarily those nearing or in retirement as well as working clients seeking management of taxable and retirement accounts. The firm emphasizes long-term, low-cost, tax-efficient diversification using broad index funds, ETFs, and selected mutual funds, providing portfolio management exclusively through a single wrap fee program custodied at Interactive Brokers.
Client services
Based on Lorenz Financial
Portfolio management
Newsletters or periodicals
Investment coaching services to individual 401k, etc, plans
Investment coaching services to individual 401k, etc, plans
Expertise
Based on Lorenz Financial
General retirement planning
Income planning
Passive / index investing
Active portfolio management
Fee options
$1,000,000 - $1,500,000: 0.450% $1,500,001 - $3,000,000: 0.350% $3,000,001 - $6,000,000: 0.250% $6,000,001 - $12,000,000: 0.200% $12,000,001 - $24,000,000: 0.160% $24,000,001 - $50,000,000: 0.125%
Account minimum: $1,000,000 Fee-only: Investment Coaching fees ranging from no charge to $400 per first meeting and $0 to $200 per additional meeting depending on asset size.
Location
West Lafayette, IN
Most active in
Mark L has reported serving >5 clients in these states in the last 12 months.
Indiana
Work history
Lorenz Financial Services, LLC
2016 - Present (10 years)
Retired
2013 - 2016 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Frank T
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Lafayette, IN
Turpin & Associates Inc
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