Marc Guerra
Marc Guerra is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Murfreesboro, TN, with 24 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,440 clients with $1.7B in assets under management.
Compensation
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Fee Structure
Transamerica Financial Advisors (TFA) offers several investment management programs, including:
- Third-Party Money Management Programs: TFA Advisors can connect you with third-party money managers (TPMMs) who manage model portfolios. Fees are specific to the TPMM you select.
- Transamerica® ONE Wealth Management Platform: This is a wrap fee program with a single fee for services. The total annual program fee does not exceed 2.0%.
- Transamerica® ALPHA Digital Investment Program: This program uses Betterment's platform. The total annual advisory fee ranges from 0.65% to 0.95%.
- TFA365 Advisory Program: This is a wrap fee program. The total annual program fee does not exceed 2.75%. A minimum annual account fee applies to accounts that fall below the program account minimum. For the Strategist Program and the Unified Managed Account Program, the minimum annual account fee is $35 (account minimum: $25,000). For the Separately Managed Account Program, the minimum annual account fee is $150 (account minimum: $100,000).
Location
1500 Medical Center Parkway, Ste 3A-3, Murfreesboro, TN, 37129
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Regulatory History (2)
Customer Dispute
March 2007Customer Dispute
August 2005Other Business ActivitiesSells Insurance
Marc sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. He also works with clients to collect information for estate planning needs, dedicating about 10-20% of his time to this activity.