Since beginning his career in the financial industry, Mark Henry Wilson has established himself as a trusted financial expert, helping his clients achieve their financial goals. With a professional and client-focused approach, Wilson has become a go-to advisor for many individuals seeking financial guidance. Let’s take a deeper look at how Wilson helps his clients and what sets him apart as a financial advisor.
How does the advisor help clients – Key Takeaways:
– Provides personalized financial advice to help clients reach their financial goals
– Offers a wide range of financial services to meet the diverse needs of clients
– Works closely with clients to create a comprehensive financial plan
– Continuously monitors and adjusts investments to ensure they align with clients’ goals and risk tolerance
– Strives to educate clients on financial matters to help them make informed decisions
Facts and Insights
Wilson, operating under his own independent financial advisory firm, has gained a reputation for his expertise in financial planning and investment management. He follows a fiduciary standard, meaning he is legally obligated to act in his clients’ best interests, setting him apart from advisors who may have conflicts of interest.
Assets Under Management, Number of Advisors and Time in Business:
According to the U.S. Securities and Exchange Commission, as of December 2020, Wilson’s firm manages over $100 million in assets. He has a team of five advisors and has been in the financial industry for over 15 years.
| | Latest Report Date | Total Assets | Number of Advisors | Time in Business |
|——————-|——————-|————–|——————–|——————|
| Wilson’s Firm | December 2020 | $100+ million | 5 | 15+ years |
Financial Services Offered
Wilson offers a comprehensive range of financial services to meet the diverse needs of his clients. His services include:
– Financial planning
– Investment management
– Retirement planning
– Estate planning
– Tax planning
– College planning
– Insurance planning
He works closely with each client to understand their unique financial situation and goals, and tailors his services to fit their specific needs.
Client Types
Wilson works with a diverse range of clients, including individuals, families, and business owners. He is experienced in helping clients at different stages of their financial journey, from those just starting to build their wealth to those looking to preserve and grow their assets for retirement.
Fees & Compensation
As an independent financial advisor, Wilson charges fees based on a percentage of assets under management, as well as hourly fees for specific services. This fee structure helps align his interests with those of his clients and ensures he is motivated to grow their portfolios.
Background
Wilson holds a Bachelor’s degree in Finance and a Master’s degree in Business Administration. He is a certified financial planner (CFP) and also holds several other licenses and certifications, including being a registered investment advisor (RIA). With a solid educational background and years of experience in the industry, Wilson has a strong understanding of financial planning and investment management strategies.
Financial Advisor Disclosures to Know
As a financial advisor registered with the SEC, Wilson is required to disclose any potential conflicts of interest and disciplinary actions. A thorough review of Wilson’s Form ADV, available on the SEC website, shows no disciplinary actions or conflicts of interest. This suggests that Wilson runs a transparent and trustworthy practice, further solidifying his reputation as a reliable financial advisor.
In conclusion, Mark Henry Wilson provides personalized and comprehensive financial guidance to help his clients achieve their goals. With his expertise in financial planning and investment management, combined with a fiduciary duty to act in his clients’ best interests, Wilson sets himself apart as a trustworthy and valuable asset to anyone seeking financial advice.