Marshall Eichenauer
Marshall Eichenauer is a registered investment advisor at Sagent Wealth Management, based in Laguna Beach, CA, with 32 years of industry experience. Marshall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 82 clients with $100M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.65% |
Advisory fees may be negotiated based on factors such as relationship nature, anticipated assets, related accounts, and complexity.
Fee Estimator
Location
1489 Glenneyre Street, Laguna Beach, CA, 92651
Get directionsHistory
Regulatory History (1)
Regulatory
September 2017Other Business ActivitiesSells Insurance
Marshall is a life insurance agent with Sagent Insurance Services since 1993, spending minimal time on this activity. He is also a real estate broker with the same company since 2002, but is not currently active in that role.
Employment History
Current Registrations
Sagent Wealth Management
Previous Registrations
Sagent Wealth Management
UBS Financial Services INC.
UBS Financial Services INC.Broker
Smith Barney 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.
Exams
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