Marilyn Horsley
Marilyn Horsley is a registered investment advisor at Bell & Brown Wealth Advisors, LLC, based in Newport Beach, CA, with 14 years of industry experience. Marilyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 505 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee is 1.50%. Fees are negotiable.
Fee Estimator
Location
1305 Park Avenue, Newport Beach, CA, 92662
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bell & Brown Wealth Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
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.