Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Our maximum annual advisory fee is 2.00%. Fees may vary based on account size, portfolio complexity, and activity. Financial planning fees range from $1,500 to $15,000, billed 100% upon delivery of the plan. If you terminate the financial planning agreement, unearned fees will be refunded based on an hourly rate of $350.00. Retirement plan advisory fees do not exceed 1.25% annually.
Areas of Practice
Advisor Information
Office location
115 E. Main Street, Marion, VA, 24354
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.
Learn about disclosures →Other Business Activities
Marion is a bookkeeper for Rye Valley Water Authority, dedicating about 10-20% of their time. Marion also owns 5% of Duchess Dairy Products, attending annual meetings and spending minimal time on this activity.