Marc Baylin is a CFA-designated registered investment advisor at Mb Advisors LLC, based in Atlanta, GA, with 12 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 10 clients with $47M 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 $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.58% |
| $20M+ | 0.55% |
Fees may be negotiable at the sole discretion of the Advisor. Intrinsic Value Strategy is offered at a flat rate of 1.00% of the Client’s assets under management. Client accounts may be charged a performance-based fee.
Fee Estimator
Location
Atlanta, GA
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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 →Other Business Activities
Marc is a board member of File and Serve Express, a private company providing workflow management for the legal profession. He spends a few hours per week on this activity and is paid for attending quarterly meetings.
Employment History
Current Registrations
Mb Advisors LLC
State Registrations2 states
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