Mark Gilbert is a PFS-designated registered investment advisor at Sikich Financial, based in Naperville, IL, with 24 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 4 more. Their firm serves 1,236 clients with $920M in assets under management.
Compensation
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Assets Under Management
Fee Structure
Sikich Financial offers investment management services through various platforms, including Osaic Wealth Management Platform, Envestnet Asset Management, SEI Sponsored Wrap Fee Program, and Charles Schwab & Co., Inc. Fees vary depending on the platform and the amount of your portfolio.
- Osaic Management Platform – Advisor Managed Portfolios (WMP-AMP Program): Fees range from 1.50% to 2.50% annually.
- Osaic Wealth Management Platform – Unified Managed Account Program (WMP-UMA Program): Fees range from 1.50% to 2.75% annually.
- SEI Sponsored Wrap Fee Program: Fees are 1.25% annually.
- Charles Schwab & Co., Inc.: Fees range from 0.35% to 1.25% annually.
Fees are negotiable and may vary based on the services provided. Some accounts may be subject to a minimum quarterly fee.
Contact
Mark Gilbert
Location
1415 W. Diehl Road, Ste. 400, Naperville, IL, 60563
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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.
Learn about disclosures →Employment History
Current Registrations
Sikich Financial
Previous Registrations
Reason Financial Advisors, LLC
Reason Financial Advisors, INC.
Harris Investor Services, INC.
Sullivan Bruyette Speros & Blayney INC
Harris Investor Services LLC
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.
Exams
Additional Information
I graduated with high honors and a BS in Accountancy from the University of Illinois in 1981. I passed the Certified Public Accountant examination in 1982. In 1983, I received my MBA in Finance from the University of Michigan Ross School of Business.In 1999 I was awarded the American Institute of Certified Public Accountants’ (AICPA) Personal Financial Specialist (PFS) designation to signify my education and experience in the field of personal financial planning. Since 1997, I have earned an average in excess of 40 hours annually of continuing professional education in the discipline.