Brent Marshall
Brent Marshall is a PFS-designated registered investment advisor at Gradient Advisors, LLC, based in Bullhead City, AZ, with 26 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,152 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged is 1.50% of assets under management. Fees are negotiable and do not include separate fees charged by third-party money managers.
Fee Estimator
Location
1071 Hancock Road, Suite 3, Bullhead City, AZ, 86442
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brent operates as a CPA/PFS providing accounting, tax, and financial services, including life insurance and fixed annuities, to individuals and small businesses since 1982. This takes nearly full-time, with a significant portion during securities trading hours.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Horter Investment Management, LLC
Kalos Management
Usallianz Securities, INC.
H.D. Vest Advisory Services, INC
State Registrations1 state
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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