Mark Gilliland
Mark Gilliland is a registered investment advisor at Gilliland Investment Management, INC., based in Canyon, TX, with 23 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 97 clients with $41M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Location
2001 4th Ave., Plaza 1, Canyon, TX, 79015-4051
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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 certified public accountant (CPA) and the founder/owner of Gilliland & Co., PC, a CPA firm.
Employment History
Current Registrations
Gilliland Investment Management, INC.
State Registrations1 state
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