Mark Forbes is a registered investment advisor at Wellth Advisory Services, LLC, based in Tulsa, OK, with 32 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,383 clients with $24B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable. WELLth Advisory Services also uses LPL Financial's advisory programs, which have maximum fees ranging from 1.35% to 2.95%.
Fee Estimator
Location
2727 East 21st Street Suite 103, Tulsa, OK, 74114
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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 several entities including SRP Holdings Group LLC, Forbes Financial Group, and Strategic Retirement Partners, primarily for tax/investment purposes. He dedicates nearly full-time hours to providing investment advisory services through Strategic Retirement Partners.
Employment History
Current Registrations
Wellth Advisory Services, LLC
Previous Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Financial Telesis, INC.
Financial Telesis INCBroker
Princor Financial Services CorporationBroker
Gbs Retirement Services, INC.Broker
Princor Financial Services CorporationBroker
State Registrations6 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.