Eric Marshall is a CFA-designated registered investment advisor at Hodges Capital Management INC, based in Dallas, TX, with 27 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 448 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hodges Capital Management's fees for investment management are based on a percentage of your portfolio, ranging from 0.30% to 1.50% per year. The specific fee depends on the type of account and the investment strategy used. Fees may be negotiable.
Location
2905 Maple Ave., Dallas, TX, 75201
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Regulatory History (1)
Regulatory
November 2008Other Business Activities
Eric is a managing member of Marshall Land & Cattle, LLC and a board member of 2905 Maple LLC. He also participates on the Customer Advisory Board for Sentieo, a research software company, dedicating minimal time to this activity.
Employment History
Current Registrations
Hodges Capital Management INC
First Dallas Securities IncorporatedBroker
Previous Registrations
First Dallas Securities, INC.
State Registrations4 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.