Mark Henry is a registered investment advisor at Virtue Wealth Counsel, LLC, based in Tyler, TX, with 28 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 145 clients with $31M 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 | 1.70% |
Fees are charged up to 1.70% annually, billed monthly in advance, and are negotiable depending on account size, asset types, and other factors.
Fee Estimator
Location
6713 Old Jacksonville Hwy, Tyler, TX, 75703
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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 the President of Stewardship Planned Giving, providing charitable gift planning services to Christian churches, dedicating about 10-20% of his time. He also owns Thunderhorse Ranch, a real estate rental business, spending minimal time on it.
Employment History
Current Registrations
Virtue Wealth Counsel, LLC
Previous Registrations
Stewardship Advisory Group, LLC
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Qa3 Financial CORP.Broker
Qa3 Financial LLC
G. A. Repple & Company
G. A. Repple & CompanyBroker
Wright Investors' Service Distributors, INC.Broker
State Registrations2 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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