Marshall Dearden
Marshall Dearden is a registered investment advisor at Ameritas Advisory Services, LLC, based in Laurel, MD, with 37 years of industry experience. Marshall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
Laurel, MD
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2001Other Business Activities
Marshall works full-time for Boom Planning and Canvas Financial, both related to investment activities. He is a trader and portfolio analyst, managing investment models and trading portfolios.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Ameritas Investment CORP.Broker
Ameritas Investment CORP
M&t Securities, INC.
M&t Securities, INC.Broker
PNC Investments
PNC InvestmentsBroker
Mercantile Brokerage Services, INC.
Mercantile Brokerage Services, INC.Broker
Ameritas Investment CORP.Broker
The Advisors Group, INC.Broker
State Registrations7 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.