Mark Forktus
Mark Forktus is a registered investment advisor at Cordatus Wealth Management LLC, based in Yardley, PA, with 37 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 314 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cordatus Wealth generally charges between 0.00% and 1.50% per year of the value of your investments. The exact fee depends on factors like the size of your account and the complexity of your assets. Fees are negotiable. Financial planning is available for a fixed fee, generally between $500 and $1,000 per plan.
Location
95 S. Main Street, Yardley, PA, 19067
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
June 2022Regulatory
April 1994Other Business Activities
Mark works as a financial advisor for DBA Cordatus Wealth Management, spending over 60% of his time during market hours. This activity represents over 60% of his annual income.
Employment History
Current Registrations
Cordatus Wealth Management LLC
Prospera Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Union Brokerage Services, INC.Broker
Marketing One Securities, INC.Broker
Liberty Securities CorporationBroker
Tfs Securities, INC.Broker
State Registrations8 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.