MF
MF
Mark Faulkenberry
20 Years of Experience
Kinards, SC
1 Disclosure
Mark Faulkenberry is a registered investment advisor at Treehouse Financial, INC, based in Kinards, SC, with 20 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $1.1M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
4 clients
Average Client Portfolio
$275K average
Assets Under Management
$1.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Kinards, SC
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2003Other Business Activities
Mark is a member of Brothers in Arms, LLC, which sells firearms and provides firearms safety training. This activity is not investment-related.
Employment History
Current Registrations
Treehouse Financial, INC
September 2005 - Present · 20 yrs 8 mos
State Registrations1 state
SC
Advisor
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
No exam information available for this advisor.