Mark Bourgeois
Mark Bourgeois is a registered investment advisor at Acrylic Financial, INC., based in Wichita, KS, with 23 years of industry experience. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 317 clients with $74M 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 $250K | 1.80% |
| $250K - $1000K | 1.75% |
| $1M+ | 1.65% |
Fees are negotiable based on account size, complexity, and relationship. Accounts from the same household will be aggregated to calculate fees unless instructed otherwise.
Fee Estimator
Location
900 N Tyler Rd, Suite 7, Wichita, KS, 67212
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2005Other Business ActivitiesSells Insurance
Mark is a licensed independent insurance agent selling fixed insurance products and offering mortgage services. He dedicates full-time hours to insurance sales and minimal time to fixed insurance sales.
Employment History
Current Registrations
Acrylic Financial, INC.
Previous Registrations
Alphastar Capital Management, LLC
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
New Wealth Advisors, LLC
Camarda Financial Advisors,inc.
Cco Investment Services CORP.Broker
Cco Investment Services CORP.
Fisher Investments
Equitrust Marketing Services, LLCBroker
Aig Financial Advisors, INC.Broker
The Householder Group, Estate & Retirement Specialists
Sunamerica Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
New England SecuritiesBroker
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.