JH
JH

John Hussa

15 Years of Experience
Atlanta, GA

John Hussa is a registered investment advisor at Marco Investment Management LLC, based in Atlanta, GA, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 270 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
270 clients
Average Client Portfolio
$6.4M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $10.0M0.75%
$10M+0.50%

Minimum annual fee of $5,000. Exceptions to the minimum portfolio value and fee arrangements may be made at Marco Investment Management's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1100 Atlanta Financial Center, 3353 Peachtree Road, Atlanta, GA, 30326

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Marco Investment Management LLC
December 2011 - Present · 14 yrs 5 mos
Previous Registrations
Charles Schwab & CO., INC.
March 2003 - June 2004 · 1 yr 3 mos
State Registrations1 state
GA
Advisor

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
No exam information available for this advisor.
John Hussa - Financial Advisor | TrueAdvisor