Marcus Gersbach
Marcus Gersbach is a registered investment advisor at Capitol Securities Management, INC., based in Hollywood, SC, with 32 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,745 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CSM charges a percentage of your portfolio each year for investment advisory advice. The maximum advisory fee is 2.0% per year. The fee is paid in advance, on a quarterly or monthly basis. The amount you pay will reduce any money you make on your investments. CSM also offers wrap fee programs where the fee includes investment advisory services and brokerage execution costs. The maximum wrap fee is 2.0% per year.
Location
Hollywood, SC
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Regulatory History (1)
Customer Dispute
December 2014Other Business Activities
Marcus is involved in several outside business activities, including real estate rental, fundraising for Riddicks Folly Foundation, and serving as a committee member for Suffolk Ducks Unlimited. He also dedicates nearly full-time hours to The Suffolk Rotary and Suffolk Jolly Boys for business networking and fundraising.
Employment History
Current Registrations
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Capitol Securities Management, INC.
Previous Registrations
Anderson & Strudwick, IncorporatedBroker
Anderson & Strudwick, Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 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.