Eric Marshall
Eric Marshall is a CFA-designated registered investment advisor at Hodges Capital Management INC, based in Dallas, TX, with 28 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees typically range from 0.30% to 1.50% depending on the specific program, strategy, and asset class. Fees are individually negotiated.
Fee Estimator
Location
2905 Maple Ave., Dallas, TX, 75201
Get directionsHistory
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.
Exams
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