Mark Philpott
Mark Philpott is a registered investment advisor at Wesbanco Securities, INC., based in Sheperdsville, KY, with 35 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 842 clients with $170M 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 $500K | 2.00% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
395 N Buckman St, Sheperdsville, KY, 40165
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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 →Employment History
Current Registrations
Wesbanco Securities, INC.Broker
Wesbanco Securities, INC.
Previous Registrations
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Wesbanco Securities, INC.Broker
Wesbanco Securities, INC.
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Wesbanco Securities, INC.
Wesbanco Securities, INC.Broker
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State Registrations4 states
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