Steven Marco
Steven Marco is a CFA-designated registered investment advisor at Marco Investment Management LLC, based in Atlanta, GA, with 23 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 270 clients with $1.7B 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 $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Minimum annual fee of $5,000. Exceptions to the minimum portfolio value and fee arrangements may be made at Marco Investment Management's discretion.
Fee Estimator
Location
1100 Atlanta Financial Ctr, 3353 Peachtree Road, Atlanta, GA, 30326
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Regulatory History (1)
Regulatory
March 2016Employment History
Current Registrations
Marco Investment Management LLC
State Registrations2 states
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