Mark Elderkin is a registered investment advisor at Elderkin Wealth Management LLC, based in Fort Lauderdale, FL, with 1 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1 clients with $1.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
Fort Lauderdale, FL
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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.
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Mark is the CEO of Family Powered Networks LLC (dba Gay Ad Network), an advertising agency, spending about 35-50 hours per month. He is also a co-owner of Bennett Elderkin Inc., a holding company, dedicating minimal time to it.
Employment History
Current Registrations
Elderkin Wealth Management LLC
State Registrations1 state
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