Mark Durham is a registered investment advisor at Medicus Wealth Planning, INC., based in Francis, UT, with 4 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 196 clients with $160M 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable and can be charged as a flat fee upon request.
Fee Estimator
Location
89 Wild Willow Drive, Francis, UT, 84036
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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 →Other Business Activities
Mark is a co-owner and enrolled agent at Durham & Company LLC, a CPA practice, since 2008. He spends nearly full-time on taxes, payroll, and bookkeeping, with most of the hours during securities trading hours.
Employment History
Current Registrations
Medicus Wealth Planning, INC.
State Registrations1 state
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