Mark Wilcox
Mark Wilcox is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Hudson, OH, with 25 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
10 West Streetsboro Street, Suite 200, Hudson, OH, 44236
Get directionsHistory
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 sells fixed insurance, dedicating minimal time to this activity. He is also the owner and president of Hudson Wealth Management, LLC, which takes up all of his time and facilitates securities, advisory, and insurance business.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Wilcox Wealth Advisors
Purshe Kaplan Sterling InvestmentsBroker
Sequoia Financial Advisors, L.L.C.
Valmark Securities, INC.Broker
Manning & Napier Advisors INC
Manning & Napier Investor Services, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Hornor, Townsend & Kent, INC.Broker
Edward JonesBroker
State Registrations21 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.