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Abraham Marston

14 Years of Experience
Phoenix, AZ
1 DisclosureBroker

Abraham Marston is a registered investment advisor at Exemplar Wealth Advisors, LLC, based in Phoenix, AZ, with 14 years of industry experience. Abraham is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.75%
$500K - $1.5M0.75%
$1.5M - $2.5M0.75%
$2.5M+0.75%

Fees are negotiable. Qualified clients may choose a performance-based fee structure of 0.75% annually plus a 20% capital appreciation fee.

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

20860 N Tatum Blvd, Suite 300, Phoenix, AZ, 85050

Get directions

History

Regulatory History (1)
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Judgment / Lien
May 2026
Other Business Activities

Abraham is a managing member of Exemplar Law LLC, CEO of Exemplar Companies PBC, and a partner in Amatucci & Marston, LLC and Valiant Litigation Finance LLC. He also receives commissions from private placement of securities through Exemplar Capital, LLC and co-owns Valiant Investment Holdings, LLC, Deep Hash Holdings, LLC, and Valiant Digital Mining Holdings, LLC, dedicating minimal time to the latter three.

Employment History
Current Registrations
Exemplar Wealth Advisors, LLC
September 2022 - Present · 4 yrs 1 mo
Exemplar Capital, LLCBroker
January 2012 - Present · 14 yrs 9 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.
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