Mark Rollinson
Mark Rollinson is a registered investment advisor at Hutchison Whitehead Wealth Management, based in Canonsburg, PA, with 8 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 103 clients with $78M 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 | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are subject to negotiation.
Fee Estimator
Location
1800 Main Street, Suite 220, Canonsburg, PA, 15317
Get directionsHistory
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 →Other Business Activities
Mark is the Chief Financial Officer of Universal Scaffolding Systems (USS) since September 2020. This accounting role is not investment-related.
Employment History
Current Registrations
Hutchison Whitehead Wealth Management
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.