Marni Handel is a registered investment advisor at The Herbst Group, LLC, based in Westport, CT, with 29 years of industry experience. Marni operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 134 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Herbst Group's wealth management fees range from 0.20% to 2.00% annually, based on factors like the scope and complexity of services, the level of assets managed, and the overall relationship. Fees are paid monthly in arrears, based on the market value of assets under management at the end of the month. Fees may be negotiable. The fees include securities transaction costs, custody fees, and other expenses.
Location
Westport, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
The Herbst Group, LLC
Previous Registrations
Gladstone Wealth Partners
LPL Financial LLCBroker
Merit Financial Advisors
LPL Financial LLCBroker
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Vision Investment Advisors, LLC
Vision Financial Markets LLCBroker
VisionBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Advest, INC.Broker
Lebenthal & CO., INC.Broker
State Registrations1 state
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