Mark Williams is a CFA-designated registered investment advisor at Investrust Consulting, LLC, based in Oklahoma City, OK, with 15 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 8 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
InvesTrust Consulting does not have a standard fee schedule, and all fees are negotiable depending on the complexity of the services requested. The firm charges fees based on a percentage of assets, flat fees, or hourly rates, and may apply a minimum fee threshold based on the scope of services. Fees are billed monthly or quarterly in arrears directly to the client or through the client's custodian.
Location
5100 N Classen Boulevard, Suite 620, Oklahoma City, OK, 73118
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 →Employment History
Current Registrations
Investrust Consulting, LLC
Previous Registrations
UBS Financial Services INC.
Piper Jaffray & CO.
State Registrations2 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.
Exams
More Advisors
- Shannon Carter, CFPInvestrust Consulting, LLC
- Gregory Baum, CFAInvestrust Consulting, LLC
- Randy Thurman, CFP, PFSRetirement Investment Advisors INC
- Jason Hughart, CFPFourpath Capital Management, LLC
- Alisonn Best, CFPLPL Financial LLC
- Larnce Hicks, ChFCNorthwestern Mutual Investment Services,llc