Mark Gilbert is a registered investment advisor at &partners, based in Fayetteville, AR, with 29 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
212 N. Church Ave., Fayetteville, AR, 72701
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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.