Mark Winston
Mark Winston is a CFP-designated registered investment advisor at Wellspring Wealth Management LLC, based in Alpharetta, GA, with 16 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, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 262 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.25% up to 1.50% annually depending on factors such as portfolio complexity, asset level, and overall relationship. Fees are negotiable.
Fee Estimator
Location
11720 Amber Park Dr, Ste 150, Alpharetta, GA, 30009
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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 involved with Planmark Capital Management, LLC as a DBA for LPL business and provides financial planning services. He also provides investment advisory services through Wellspring Wealth Management, LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Wellspring Wealth Management LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Planmark Capital Management, LLC
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.
Exams
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