Mark Wilson is a CFP-designated registered investment advisor at Mile Wealth Management, based in Irvine, CA, with 19 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, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 63 clients with $120M 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 | 0.80% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Fees are blended across household accounts. Minimum annual fee is $4,800. Comprehensive financial planning is included at no extra charge for accounts with $600,000 or more.
Fee Estimator
Contact
Mark Wilson
Location
100 Spectrum Center Drive, Suite 900, Irvine, CA, 92618
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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 CapGainsValet LLC, which provides consulting services to RIA firms and publishes information on mutual fund capital gains distributions. This activity takes about 10-20% of Mark's time.
Employment History
Current Registrations
Mile Wealth Management
Previous Registrations
The Tarbox Group, INC.
State Registrations1 state
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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