Marion Jabczenski is a registered investment advisor at Captrust, based in Costa Mesa, CA, with 33 years of industry experience. Marion operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
1124 Bristol St., Costa Mesa, CA, 92626
Get directionsHistory
Regulatory History (1)
Criminal
August 1985Employment History
Current Registrations
Captrust
Alpha Cubed Investments, LLC
Previous Registrations
Mercer Global Advisors INC.
Bennett Ross, INC.Broker
Longhorn Capital Management, LLC
Dolphin Securities, INC.Broker
Iwamoto Kong Wealth Management Group
Fuller Asset Management, LLC
Fidelity Brokerage Services LLCBroker
Quick & Reilly, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services, INC.Broker
Glenfed Brokerage ServicesBroker
Independence One Brokerage Services, INC.Broker
Lehman Brothers INC.Broker
State Registrations2 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.