Marcus Fryar is a CFP-designated registered investment advisor at Fryar Financial, based in Durham, NC, with 19 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 70 clients with $19M 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 $500K | 0.97% |
| $500K - $1.0M | 0.92% |
| $1.0M - $2.0M | 0.87% |
| $2M+ | 0.82% |
Fees are generally paid quarterly in advance based on the prior quarter-end value, not to exceed 1.5% for retail accounts and 0.7% of assets for Retirement Plan Sponsors unless the scope, complexity, amount of time, or expertise required warrant a higher fee.
Fee Estimator
Contact
Marcus Fryar
Location
3511 Shannon Road, Third Floor, Durham, NC, 27707
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
Marcus owns Fryar Management Group LLC, providing accounting, tax, and payroll services, dedicating full-time hours to this endeavor. He also works as an insurance agent since 2007, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Fryar Financial
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
F.N. Wolf & CO., INC.Broker
State Registrations3 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.
Exams