Mark Teerlinck is a registered investment advisor at Elite Wealth Management, based in Parker, CO, with 18 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 73 clients with $73M 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 | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
This is a tiered fee schedule. Client account balances will be billed at the corresponding levels, thus creating a blended effective rate.
Fee Estimator
Location
Parker, CO
Get directionsHistory
Regulatory History (2)
Regulatory
October 2010Employment Separation After Allegations
October 2009Other Business Activities
Mark is the owner of Elite Wealth Management, LLC, an investment-related entity, since 2020. He dedicates a few hours per week to operating the entity.
Employment History
Current Registrations
Elite Wealth Management
Previous Registrations
Wealthsource® Partners
Avant-Garde Advisors LLC
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial CorporationBroker
Country Capital Management CompanyBroker
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.