Mark Hooker
Mark Hooker is a registered investment advisor at Wealthharbor Capital Group, LLC, based in Ocean Springs, MS, with 17 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 268 clients with $300M 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 | 1.50% |
Fees are negotiable and may be discounted at the discretion of WealthHarbor Capital Group.
Fee Estimator
Location
22 Doctor's Drive, Suite C, Ocean Springs, MS, 39564
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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 ActivitiesSells Insurance
Mark is a partner in several businesses, including an insurance agency (MRG Insurance Services), a CPA firm (Hooker, Walsh & Associates), a registered investment advisory firm (Financial Management Solutions, LLC), and several medical management support services companies. These activities take about a quarter of Mark's time.
Employment History
Current Registrations
Wealthharbor Capital Group, LLC
Previous Registrations
Financial Management Solutions, LLC
Ing Financial Partners, INC
Vestax Securities Corporation
Locust Street Securities, INC.
State Registrations3 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.