MN
MN
Marshall Ney
43 Years of Experience
Lemoyne, PA
1 DisclosureBroker
Marshall Ney is a registered investment advisor at Wells Fargo Advisors, based in Lemoyne, PA, with 43 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
3 Lemoyne Dr, Lemoyne, PA, 17043
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 1996Settled
Employment History
Current Registrations
Wells Fargo Advisors
May 2009 - Present · 17 yrs
Wells Fargo Clearing Services, LLC
March 2009 - Present · 17 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
March 2009 - Present · 17 yrs 2 mos
Previous Registrations
Citigroup Global Markets INC.Broker
September 2002 - April 2009 · 6 yrs 7 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
April 1999 - October 2002 · 3 yrs 6 mos
PNC Brokerage CORPBroker
November 1997 - April 1999 · 1 yr 5 mos
Pruco Securities CorporationBroker
July 1982 - November 1997 · 15 yrs 4 mos
The Prudential Insurance Company of AmericaBroker
April 1982 - December 1993 · 11 yrs 8 mos
State Registrations25 states
AZCACODCDEFLGAKYMAMDMIMTNCNJNYOHPASCTNTXVAVTVirgin IslandsWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.