Mark Wilson
Mark Wilson is a ChFC-designated registered investment advisor at Arkadios Wealth Advisors, based in Rochester, NY, with 38 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 14,886 clients with $8.8B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Rates reflect maximum annual fees for Crest Accounts. Third-party manager accounts have a separate schedule ranging up to 2.25%. Fees are negotiable.
Fee Estimator
Location
625 Panorama Trail, Bldg. 1 Suite #240, Rochester, NY, 14625
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 a sales agent for group life and health insurance since 2010, dedicating minimal time to this activity. He also serves on the board of Dollars for Scholars, awarding scholarships to high school students, spending minimal time on this as well.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Trusted Securities Advisors CORP.Broker
Mony Securities Corporation
Mony Securities CorporationBroker
The Mutual Life Insurance Company of New YorkBroker
State Registrations16 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.
Exams
More Advisors
- Melissa Siesto, ChFCEagle Strategies LLC
- Adam Magee, CFPWhitney & Company
- Anthony Vaccaro, CFPLPL Financial LLC
- Grace Stolberg, CFPO'keefe Stevens Advisory, INC.
- Corey Lare, CFASage, Rutty & CO., INC.
- Thomas Metzler, ChFCLPL Financial LLC