Robert Marcell
Robert Marcell is a CFP-designated registered investment advisor at Avantax Planning Partners, INC., based in Morgan City, LA, with 35 years of industry experience. Robert 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 8,371 clients with $6.9B 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
1201 Brashear Ave Ste 301, Morgan City, LA, 70380
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Robert is the secretary of Div-Tech Supply, Inc. and Mako Partnership, and an advisor for EIA. He is also a financial advisor for Darnall,Sikes Wealth Partners, LLC (formerly DSF Wealth Management LLC), taking about a quarter of his time, and an agent for Avantax Insurance Agency and/or Avantax Insurance Services, dedicating minimal time.
Employment History
Current Registrations
Avantax Planning Partners, INC.
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Capital CORP.Broker
1st Global Advisors INC
Invest Financial Corporation
Invest Financial CorporationBroker
Banc One Securities CorporationBroker
Marquis Investments, L.L.C.Broker
Sisung Securities CorporationBroker
Sisung Securities, INC.Broker
Blinder, Robinson & Co.,inc.Broker
State Registrations13 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.