Mark Dougherty
Mark Dougherty is a CFP-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in Cherry Hill, NJ, with 14 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
1814 East Route 70, Suite 350, Cherry Hill, NJ, 08003
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Regulatory History (1)
Customer Dispute
July 2019Other Business ActivitiesSells Insurance
Mark operates under GDI Wealth Advisors as a DBA for his LPL business and also as GDI Private Wealth Advisors through Wealthcare Advisory Partners. He is also an agent for non-variable insurance and spends a few hours per week providing investment advisory services through Wealthcare Advisory Partners.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations7 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.