Marc Dion is a CFA-designated registered investment advisor at Morgan Dempsey Capital Management LLC, based in Menomonee Falls, WI, with 21 years of industry experience. Marc 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 464 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Dempsey charges a percentage of the value of your portfolio each year. The standard fee for separately managed Large Cap Value accounts is 0.50% annually, but this is negotiable. For Wealth Management clients, the maximum advisory fee is 0.50% annually, but this is also negotiable and may vary depending on the services provided.
Location
111 Heritage Reserve Suite 200, Menomonee Falls, WI, 53051
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marc is the Head of the Investment Committee for St. Francis Borgia Catholic Church since 2017. He organizes quarterly meetings and communicates investment recommendations, dedicating minimal time to this role.
Employment History
Current Registrations
Morgan Dempsey Capital Management LLC
State Registrations1 state
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