Mark Dick is a registered investment advisor at &partners, based in Pittsford, NY, with 55 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
40 A Grove St., Suite 200, Pittsford, NY, 14534
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Regulatory History (1)
Customer Dispute
July 2016Other Business Activities
Mark is a co-trustee for his spouse's trust in Rochester, NY and Naples, FL, and owns 100% of Brokersaurus Trust LLC. These activities are investment-related and take minimal time.
Employment History
Current Registrations
&partners
&partners
&partnersBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Dupont Walston, IncorporatedBroker
Dupont Glore Forgan INCBroker
State Registrations5 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.