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Marcus Stell

30 Years of Experience
Plano, TX
1 Disclosure

Marcus Stell is a registered investment advisor at Fisher Investments, based in Plano, TX, with 30 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 199,922 clients with $390B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2683 advisors
Number of Clients
199,922 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$386.7B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Fisher Investments primarily serves institutional clients. The firm's fee structure varies depending on the investment strategy and the amount invested. Fees are calculated as a percentage of the assets managed. For some strategies, there is also a performance-based fee. Fees may be negotiable for higher asset levels. Fisher Investments also manages retirement plans, with fees up to 0.80% of assets managed.

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Location

6500 International Parkway, Suite 2050, Plano, TX, 75093

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2002
Settled
Employment History
Current Registrations
Fisher Investments
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
October 2020 - August 2022 · 1 yr 10 mos
Fidelity Brokerage Services LLCBroker
September 2020 - July 2022 · 1 yr 10 mos
USAA Investment Services Company
January 2018 - June 2020 · 2 yrs 5 mos
USAA Financial Advisors, INC.Broker
July 2016 - June 2020 · 3 yrs 11 mos
USAA Financial Planning Services
July 2016 - January 2018 · 1 yr 6 mos
J.P. Morgan Securities LLCBroker
September 2013 - June 2016 · 2 yrs 9 mos
J.P. Morgan Securities LLC
September 2013 - June 2016 · 2 yrs 9 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
October 2012 - August 2013 · 10 mos
Cuso Financial Services, L.P.
January 2010 - September 2012 · 2 yrs 8 mos
Cuso Financial Services, L.P.Broker
January 2010 - September 2012 · 2 yrs 8 mos
Swbc Investment Company
March 2008 - December 2009 · 1 yr 9 mos
Swbc Investment Services, LLCBroker
January 2007 - December 2009 · 2 yrs 11 mos
Financial Network Investment CorporationBroker
July 2002 - December 2006 · 4 yrs 5 mos
H&r Block Financial Advisors, INC.Broker
February 1995 - June 2002 · 7 yrs 4 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
Marcus Stell - Financial Advisor | TrueAdvisor