Mark Sumsion is a registered investment advisor at Blue Barn Wealth, based in Orem, UT, with 37 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, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 233 clients with $320M 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 $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
Location
370 West Center Street, Orem, UT, 84057
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2011Customer Dispute
October 2010Employment Separation After Allegations
November 1989Other Business ActivitiesSells Insurance
Mark is the owner/manager of Jigzy Enterprises, LLC, a rental property business, dedicating minimal time to it. He is also a sole proprietor selling fixed insurance, but does not intend to sell any insurance products.
Employment History
Current Registrations
Blue Barn Wealth
Previous Registrations
First Western AdvisorsBroker
Liberty Partners Financial Services, LLCBroker
Stonehurst Securities, INC.Broker
Brecek & Young Advisors, INC.Broker
Rydex Distributors, INC.Broker
Freedom Financial, INC.Broker
Securities Service Network, INC.Broker
Strategis Financial Group, INC
Securities America, INC.Broker
Shearson Lehman Hutton INC.Broker
State Registrations1 state
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.