Mark Wilson is a registered investment advisor at Branson Fowlkes & CO INC, based in Houston, TX, with 24 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 193 clients with $410M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees for fixed income accounts are different: 0.30% on the first $5M, 0.25% on the next $5M, and 0.25% or as agreed thereafter. Some current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
19 Briar Hollow Lane, Suite 130, Houston, TX, 77027
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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 the treasurer for Boy Scouts of America Troup 1891, spending minimal time per week on collecting dues and paying expenses. He also works as an associate at Branson, Fowlkes/Russell, Inc. in wealth management/financial planning, dedicating nearly full-time hours to business operations and support.
Employment History
Current Registrations
Branson Fowlkes Russell INC
Branson Fowlkes & CO INC
Previous Registrations
Triad Advisors LLCBroker
Aig Financial Advisors, INC.Broker
American General Securities IncorporatedBroker
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.