Mark Gilbert is a registered investment advisor at &partners, based in Fayetteville, AR, with 29 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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B 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 | 3.00% |
Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.
Fee Estimator
Location
212 N. Church Ave., Fayetteville, AR, 72701
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2024Other Business Activities
Mark is a board member of Summersby Homeowners Association, spending minimal time. He also has 100% ownership with his spouse in Gilbert Holdings LLC, a real estate holding company, and is a co-founder and member of 1828 Capital LLC and BOM, Fayetteville LLC, dedicating minimal time to each.
Employment History
Current Registrations
&partnersBroker
&partners
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Crews & Associates, INC.Broker
Ftb Advisors, INC.
First Tennessee Brokerage, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations38 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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