Mark Thomas is a CFP-designated registered investment advisor at Root Wealth Management, based in Decatur, GA, with 11 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 46 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Annual minimum fee of $5,000. At no point will the fee charged to the Client exceed 2% of assets under management. RWM may maintain legacy pricing for the clients that have been acquired by RWM. Legacy pricing may be higher than the fees listed above and will be outlined in your Advisory Contract.
Fee Estimator
Location
Decatur, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Root Wealth Management
Previous Registrations
Mark Thomas, LLC
State Registrations3 states
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