Mark Young
Mark Young is a registered investment advisor at Prosperity Wealth Management, INC., based in Elsah, IL, with 34 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,619 clients with $440M 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 - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
19 Valley St. PO Box 115, Elsah, IL, 62028
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2012Customer Dispute
February 2006Customer Dispute
January 2003Regulatory
November 1998Other Business ActivitiesSells Insurance
Mark is a licensed insurance agent at JD Mellberg Financial, LLC, an insurance agency. The time commitment varies depending on business needs during business hours.
Employment History
Current Registrations
Prosperity Wealth Management, INC.
Previous Registrations
Severin Investments LLC
Secure Investment Management, LLC
Severin Investments LLC
Prosperity Wealth Management, INC.
National Planning CorporationBroker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Washington Square Securities, INC.Broker
Transamerica Financial Resources, INC.Broker
Buckhead Financial CorporationBroker
W. S. Griffith & CO., INC.Broker
Phoenix Equity Planning CorporationBroker
State Registrations1 state
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.