Marc Wilborn
Marc Wilborn is a registered investment advisor at Prairie Advisory, LLC, based in West Chester, PA, with 18 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are either asset based up to 1.50% or a fixed amount depending on various factors.
Fee Estimator
Location
1065 Andrew Drive, West Chester, PA, 19380
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
Marc is a fixed insurance agent for V Wealth Management since 2014, focusing on life, health, disability, and fixed annuities, dedicating minimal time during securities trading hours. He also acts as an investment advisor for two foundations created by SMN Alumni, spending a few hours per week on this activity.
Employment History
Current Registrations
Prairie Advisory, LLC
Wealthcare Advisory Partners LLC
Previous Registrations
The Wealth Consulting Group
V Wealth Advisors LLC
Boulder Investment Group
LPL Financial LLCBroker
Lawing Financial Associates, INC.
The O.N. Equity Sales 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.