Mark Wade
Mark Wade is a registered investment advisor at Echelon Virtual Family Office, LLC, based in Sarasota, FL, with 24 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 33 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 1.05% |
Fees may be negotiable based on various criteria.
Fee Estimator
Location
1990 Main Street, Suite 750, Sarasota, FL, 34236
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is licensed as an independent insurance agent. This activity takes about 10-20% of his time and is not investment related.
Employment History
Current Registrations
Echelon Virtual Family Office, LLC
Previous Registrations
Echelon Wealth Strategies, L.L.C.
Echelon Wealth Strategies, L.L.C.
Echelon Wealth Strategies, L.L.C.
Signator Investors, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.