Marcel Hebert
Marcel Hebert is a CFA, CFP-designated registered investment advisor at Beacon Financial Advisors LTD, based in Houston, TX, with 26 years of industry experience. Marcel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 86 clients with $300M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Rates apply to discretionary accounts. Non-discretionary accounts are charged a flat rate of 0.35%. Minimum annual fee of $5,000 applies. Fees are negotiable.
Fee Estimator
Location
1800 St. James Place, Suite 101, Houston, TX, 77056
Get directionsHistory
Regulatory History (1)
Regulatory
December 1995Employment History
Current Registrations
Beacon Financial Advisors LTD
Previous Registrations
Fsc Securities CorporationBroker
Wealth Management Securities CorporationBroker
Fsc Securities CorporationBroker
State Registrations1 state
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.
Exams
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