Mark Thomas Bourgeois

Acrylic Financial, INC.

23 Years of Experience

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Firm Information

Acrylic Financial, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Number of Advisors

18 advisors

Number of Clients

298 clients

Average Client Portfolio

$196K average

Assets Under Management

$58.4M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.80%
$250K - $1000K	1.75%
$1M+	1.65%

Fees are generally negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$50 - $5,000

Hourly Rate:$100 - $300/hr

Acrylic Financial charges an annual fee based on assets under management, as detailed in the fee table. There is also a $50 first-year setup fee per account. Financial planning fees are either fixed (between $50 and $5,000) or hourly (between $100 and $300), depending on the complexity and scope of the engagement. Fees are negotiable. There is no account minimum.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Advisor Information

Office location

900 N Tyler Rd, Suite 7, Wichita, KS, 67212

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2005

Denied

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Other 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.