Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees may be negotiable at the firm's discretion.
Fee Estimator
Asset management fees range from 0.30% to 1.25% annually, depending on the amount of assets under management. Financial planning services are charged either a fixed fee ($2,500 to $20,000 per project) or an hourly rate ($125 to $250 per hour), depending on the complexity of the client's situation and the services provided. A separate agreement is required for financial planning services. Retirement plan services are also offered, but those fees are not included here. A minimum of $100,000 is generally required to open and maintain an advisory account, but this may be waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
623 W 38th Street, Suite 320, Austin, TX, 78705
Get directionsRegulatory 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.
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Marc owns Full Mate Chess Institute, which competes, tutors, and promotes chess in the community, dedicating a few hours per week to it. Marc is also the owner and representative of M & A Consulting Group LLC DBA CAM Investor Solutions, providing investment advice and managing client assets since 2017.