Mark King is a registered investment advisor at Fulton Investment Advisers, INC., based in Wauwatosa, WI, with 26 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, Investment Management. Their firm serves 4 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fulton Investment Advisers offers two main investment management programs with fees based on the value of your portfolio.
Investment Supervisory Services:
- Up to $1,000,000: 2.25% per year
- Over $1,000,000: 2.00% per year (negotiable)
Management Investment Advisory Accounts:
- Up to $1,000,000: 1.00% per year
- $1,000,000 to $2,000,000: 0.75% per year
- Over $2,000,000: 0.50% per year (negotiable)
Location
7500 W State Street, Suite 300, Wauwatosa, WI, 53213
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is the president and sole shareholder of Mark F. King, Attorney at Law, S.C., a law firm providing legal, tax, and estate planning advice since 1999. This takes about 35-50 hours per month, generally during non-market hours.
Employment History
Current Registrations
Fulton Investment Advisers, INC.
State Registrations1 state
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