MC
MC
Marc Chait
28 Years of Experience
Fort Lauderdale, FL
1 DisclosureBroker
Marc Chait is a registered investment advisor at Wells Fargo Advisors, based in Fort Lauderdale, FL, with 28 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
350 E Las Olas Blvd 19th Fl, Fort Lauderdale, FL, 33301
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2001Denied
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Wells Fargo Advisors
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Janney Montgomery Scott LLC
August 2013 - December 2023 · 10 yrs 4 mos
Janney Montgomery Scott LLCBroker
August 2013 - December 2023 · 10 yrs 4 mos
Raymond James & Associates, INC.
February 2013 - August 2013 · 6 mos
Raymond James & Associates, INC.Broker
February 2013 - August 2013 · 6 mos
Morgan Keegan & Company, INC.
October 2008 - February 2013 · 4 yrs 4 mos
Morgan Keegan & Company, INC.Broker
October 2008 - February 2013 · 4 yrs 4 mos
Wachovia Securities, LLCBroker
January 2008 - October 2008 · 9 mos
Wachovia Securities, LLC
January 2008 - October 2008 · 9 mos
A. G. Edwards & Sons, INC.
January 2006 - January 2008 · 2 yrs
A. G. Edwards & Sons, INC.Broker
December 2005 - January 2008 · 2 yrs 1 mo
UBS Financial Services INC.
August 1997 - December 2005 · 8 yrs 4 mos
UBS Financial Services INC.Broker
August 1997 - December 2005 · 8 yrs 4 mos
State Registrations16 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.