Mark Thomas Bourgeois

23 Years of Experience

1 DisclosureMay Earn CommissionSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners

Acrylic Financial, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

298 clients

Average Client Portfolio

$196K average

Assets Under Management

$58.4M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.80%
$250K - $1000K	1.75%
$1M+	1.65%

Fees are generally negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

900 N Tyler Rd, Suite 7, Wichita, KS, 67212

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2005

Denied

View Full SEC Report How to Read Disclosures

Other 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.