Mark Powers
Mark Powers is a registered investment advisor at Wealthplan Investment Management LLC, based in Wilmington, DE, with 10 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 2,145 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum combined annual management fee and annual strategy fee will not exceed 2.00% of assets under management. Fees are negotiable based on account size, complexity, and services provided.
Fee Estimator
Location
1020 W. 18th Street, Suite 1, Wilmington, DE, 19802
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 Activities
Mark serves as a Deacon and Song Leader at Calvary Baptist Church since 2004. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Wealthplan Investment Management LLC
Previous Registrations
Securities America, INC.Broker
LPL Financial LLCBroker
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.
Exams
More Advisors
- Wayne Wagner, ChFCWealthplan Investment Management LLC
- John Cleaver, ChFCCreative Financial Concepts, INC.
- Spencer Staples, CFPEconalpha Advisors
- Michael Fisher, CFPDiversified, LLC
- Daniel Hauschild, CFPTcfg Investment Advisors, LLC
- Robert Mitchell, CFASteadtrust