Mark Calkins is a registered investment advisor at Richards Merrill Wealth Management, based in Spokane, WA, with 11 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 359 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Richards Merrill Wealth Management offers two investment advisory programs with different fee structures. Fees are based on the value of your account and are negotiable.
IA 1: Offers more diverse investment options and quarterly contact with the advisor.
IA 2: Provides mutual fund model portfolios only, with a minimum annual contact with the advisor. Financial planning is not included in this program.
Location
612 West Main Street, The M Building Suite 201, Spokane, WA, 99201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Richards Merrill Wealth Management
Richards Merrill Wealth ManagementBroker
Previous Registrations
Richards, Merrill & Peterson, INC.
State Registrations13 states
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