Todd Marvin is a CFA-designated registered investment advisor at Marvin & Palmer Associates, based in Wilmington, DE, with 29 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 7 clients with $200M 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 $100.0M | 1.00% |
| $100M+ | 0.75% |
Fees are negotiable. Global strategies charge 1.00% plus a 10% performance fee on net profits.
Fee Estimator
Location
1201 N. Market Street, Suite 2300, Wilmington, DE, 19801-1165
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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
Marvin & Palmer Associates
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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