Mark Bucholtz is a registered investment advisor at Cornerstone Advisors, based in Topeka, KS, with 12 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 470 clients with $270M 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 | 1.00% |
Maximum annual fee is 1.00%. Fees are negotiable based on account size, portfolio complexity, and activity level.
Fee Estimator
Location
6540 SW 10th Avenue, Topeka, KS, 66615
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 an independent insurance agent for various independent insurance companies since 2014, dedicating a few hours per week. He also teaches a class on basic budgeting and finance at Cair Paravel Latin School since 2018, also dedicating a few hours per week.
Employment History
Current Registrations
Cornerstone Advisors
Previous Registrations
Cambridge Investment Research, INC.Broker
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.
Exams
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