MR
MR

Marc Bruce Rock

16 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,289 clients
Average Client Portfolio
$791K average
Assets Under Management
$1.0B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.45%
$250K - $500K1.35%
$500K - $1.0M1.25%
$1.0M - $2.5M1.15%
$2.5M+1.05%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10 Independence Blvd, Suite 120, Warren, NJ, 07059

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Marc is a passive 25% owner of MJSR LLC Real Estate since 2005. He is also the Managing Member/CEO of AbrahamsenRock, a registered investment advisor, dedicating more than full-time hours to this role, and continues to be an insurance broker for Guardian, Mass Mutual and Penn Mutual as part of AbrahamsenRock's ongoing business.

Employment History
Current Registrations
Fountainhead Advisors
March 2011 - Present · 14 yrs 11 mos
Previous Registrations
Park Avenue Securities LLC
November 2009 - March 2011 · 1 yr 4 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.
Marc Bruce Rock - Financial Advisor | TrueAdvisor