Mark Henry is a registered investment advisor at Virtue Wealth Counsel, LLC, based in Tyler, TX, with 27 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 120 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Virtue Wealth Counsel charges up to 1.70% annually on your portfolio. The exact fee may be lower depending on the type and size of assets, and the number of advisors reviewing the account. Fees are billed monthly in advance. The fees are negotiable. There is a minimum of $100,000 to open and maintain an advisory account, but this may be waived.
Location
6713 Old Jacksonville Hwy, Tyler, TX, 75703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is the President of Stewardship Planned Giving, providing charitable gift planning services to Christian churches, dedicating about 10-20% of his time. He also owns Thunderhorse Ranch, a real estate rental business, spending minimal time on it.
Employment History
Current Registrations
Virtue Wealth Counsel, LLC
Previous Registrations
Stewardship Advisory Group, LLC
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Qa3 Financial CORP.Broker
Qa3 Financial LLC
G. A. Repple & Company
G. A. Repple & CompanyBroker
Wright Investors' Service Distributors, INC.Broker
State Registrations2 states
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.