Mark Collard is a registered investment advisor at Landmark Wealth Management, based in Getzville, NY, with 6 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 278 clients with $620M 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 | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
2410 North Forest Road, Suite 101, Getzville, NY, 14068
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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 a board member for Try-It Distributing, a beverage distribution company, since 2013. He works in an advisory capacity, dedicating minimal time to this role.
Employment History
Current Registrations
Landmark Wealth Management
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.
Quick & Reilly, INC.
State Registrations2 states
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