Mark Rutledge is a ChFC-designated registered investment advisor at Insight Folios, based in Charlotte, NC, with 13 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 1,228 clients with $330M 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 $1000K | 2.59% |
| $1.0M - $2.0M | 2.45% |
| $2.0M - $5.0M | 2.30% |
| $5M+ | 2.30% |
Asset-based fees are negotiable at INS's discretion.
Fee Estimator
Location
10800 Sikes Place, Suite 110, Charlotte, NC, 28277
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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 ActivitiesSells Insurance
Mark is an independent insurance agent with JD Mellberg LLC since 2019, dedicating about 100 hours per month. Mark also owns rental property and is an owner at Blackwater Financial, LLC, selling insurance and annuities for 120 hours per month.
Employment History
Current Registrations
Insight Folios
Previous Registrations
Brookstone Capital Management LLC
Specialized Advisors
Blackwater Advisory Group LLC
Lincoln Financial Advisors Corporation
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.