Marshall Gunn
Marshall Gunn is a registered investment advisor at Gunn & Company Investment Management, INC., based in Jacksonville, FL, with 23 years of industry experience. Marshall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 183 clients with $210M 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 $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable for accounts in excess of $5 million at CPS’ discretion.
Fee Estimator
Location
13901 Sutton Park Drive South, Suite 130, Jacksonville, FL, 32224
Get directionsHistory
Regulatory History (4)
Criminal
June 2023Investigation
January 2014Regulatory
December 2013Civil
December 2013Other Business Activities
Marshall is the President/Employee of Gunn & Company, PA, a CPA firm, since January 2022. He dedicates about half of his time to managing the firm and performing tax and consulting work.
Employment History
Current Registrations
Gunn & Company Investment Management, INC.
Previous Registrations
Gunn & Company Investment Management, INC.
State Registrations2 states
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.