Mark Bourgeois
Mark Bourgeois is a registered investment advisor at Acrylic Financial, INC., based in Wichita, KS, with 19 years of industry experience. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 317 clients with $74M 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 $250K | 1.80% |
| $250K - $1.0M | 1.75% |
| $1M+ | 1.65% |
Fees are negotiable based on account size, complexity, and relationship. Uses a flat breakpoint schedule where the tier rate applies to the entire balance.
Fee Estimator
Location
900 N Tyler Rd, Suite 7, Wichita, KS, 67212
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2005Other Business ActivitiesSells Insurance
Mark is a licensed independent insurance agent selling fixed insurance products and offering mortgage services. He dedicates full-time hours to insurance sales and minimal time to fixed insurance sales.
Employment History
Current Registrations
Acrylic Financial, INC.
Previous Registrations
Alphastar Capital Management, LLC
Ameritas Investment CORP
Mutual of Omaha Investor Services, INC.
New Wealth Advisors, LLC
Camarda Financial Advisors,inc.
Cco Investment Services CORP.
Fisher Investments
The Householder Group, Estate & Retirement Specialists
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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