Mark Alcorn
Mark Alcorn is a CFP-designated registered investment advisor at Diversified Wealth Management Solutions, LLC, based in Fresno, CA, with 21 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 135 clients with $94M 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 - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.40% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
7948 N. Maple Ave, Suite 107, Fresno, CA, 93720
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 →Other Business ActivitiesSells Insurance
Mark is a sole proprietor working as an insurance agent since 2011, dedicating minimal time to insurance sales and service. This activity is investment-related.
Employment History
Current Registrations
Diversified Wealth Management Solutions, LLC
Previous Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Waddell & Reed
Waddell & ReedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.