Marcus Mrugala
Marcus Mrugala is a registered investment advisor at Richmond Investment Services LLC, based in Mequon, WI, with 20 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, Retirement Planning. Their firm serves 862 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
7702 W Mequon Rd, Mequon, WI, 53097-3217
Get directionsHistory
Regulatory History (1)
Judgment / Lien
August 2023Other Business ActivitiesSells Insurance
Marcus sells non-variable insurance products, including life and long-term care, through U.S. Marketing Corporation, dedicating a few hours per week. He also provides investment advisory services through Richmond Investment Services LLC, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Richmond Investment Services LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations21 states
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.