Mark Weatherly
Mark Weatherly is a ChFC-designated registered investment advisor at Innovation Partners LLC, based in Charlotte, NC, with 10 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, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Innovation Partners LLC offers managed account programs where clients pay a fee for portfolio management services. The fees are a percentage of the assets managed, with a maximum annual fee of 3%, which is negotiable. The fees are calculated and deducted from the client's account by the custodian, either quarterly or monthly. Clients may also incur transaction and miscellaneous charges.
Location
5950 Fairview Road, Suite 140, Charlotte, NC, 28210
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.