Mark Tepper, a certified financial planner, most likely has a net worth in the upper millions. As the CEO of a highly successful wealth management firm, Mark is estimated to receive a monthly salary of around a million dollars though the value might be slightly off.
Strategic Wealth Partners is based in Deerfield, Illinois, and serves clients in 23 states.
The firm employs 19 financial advisors, has a $2.5 billion portfolio and serves 945 clients with investment advice. It has a 1:50 advisor/client ratio.
According to investor.com, the average client account balance is $2,677,976 at the moment. The financial advisory firm does not keep a performance track record.