Mark Sheridan
Mark Sheridan is a registered investment advisor at Focus Partners Advisor Solutions, LLC, based in St. Louis, MO, with 7 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 33,281 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Weatherstone Capital Management charges a percentage of your portfolio value on a quarterly basis. The fees are negotiable. Here's a breakdown of the annual fees:
- Tactical Programs at Axos & Schwab
- $1,000,000 and under: 1.95% (Short-Term Bond: 1.00%)
- $1,000,001 and over: Negotiable
- Bond & Equity Programs at Variable Annuities
- $1,000,000 and under: 2.00%
- $1,000,001 and over: Negotiable
- Strategic-Active & Tactical Foundation Programs at Axos & Schwab
- $1,000,000 and under: 1.75%
- $1,000,001 and over: Negotiable
- Strategic-Passive Programs at Axos & Schwab
- $1,000,000 and under: 1.30%
- $1,000,001 and over: Negotiable
- Custom Programs at all custodians: Up to 2.50%
The above fees include and presume fees to Referring Advisors of 1.00% with the exception of .70% for Tactical Short-Term Bond.
Location
190 Carondelet Plaza, Suite 600, St. Louis, MO, 63105
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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 Activities
Mark is a co-owner of Wild Horse Media, a digital marketing content creation business, since 2023. He spends about half of his time capturing aerial drone footage and creating digital marketing content.
Employment History
Current Registrations
Focus Partners Advisor Solutions, LLC
Previous Registrations
The Colony Group, LLC
Buckingham Strategic Wealth, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Cutter & Company, INC.Broker
LPL Financial LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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