Mark Weatherly
Mark Weatherly is a ChFC-designated registered investment advisor at Innovation Partners LLC, based in Edmonds, WA, with 11 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 26 clients with $22M 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 $10K | 3.00% |
| $10K - $25K | 3.00% |
| $25K - $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K+ | 2.00% |
Maximum annual fee is 3% and fees are negotiable. Third-party investment advisor program fees range separately from 1.40% to 2.20% depending on assets.
Fee Estimator
Location
Edmonds, WA
Get directionsHistory
Regulatory History (2)
Financial
February 2021Financial
June 2019Other Business Activities
Mark is the president of 72 West Townhomes, LLC, a small 3-unit HOA, since 2020. He holds and directs board meetings, dedicating minimal time to this activity.
Employment History
Current Registrations
Innovation Partners LLC
Innovation Partners LLCBroker
Ip Financial Advisory Services LLC
Previous Registrations
Kingsview Wealth Management, LLC
Edward Jones
Edward JonesBroker
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.
Exams
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