Mark Gillam
Mark Gillam is a registered investment advisor at Mark Gillam Enterprises, based in Fair Oaks, CA, with 26 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 106 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MGE offers portfolio management services, with fees based on a percentage of your assets. These fees are negotiable and will not exceed 2% annually. MGE also offers flat rate fees for portfolio management, including management of accounts held outside of Schwab. MGE may direct clients to third-party investment advisors, with total fees not exceeding 1.25%.
Location
8008 Sacramento Street, Fair Oaks, CA, 95618
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Regulatory History (1)
Customer Dispute
October 2000Other Business ActivitiesSells Insurance
Mark is an independent insurance agent selling various insurance products since 2001, dedicating about 10-20% of his time to this. He also serves as a trustee, executor, and power of attorney for clients and family, owns rental properties, and has a real estate license.
Employment History
Current Registrations
Mark Gillam Enterprises
Previous Registrations
Transamerica Financial Advisors, 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.