Macarther Plumart is a CFA-designated registered investment advisor at Mrp Capital Investments, LLC, based in Alpharetta, GA, with 22 years of industry experience. Macarther operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 149 clients with $230M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. Certain clients may be subject to a different fee schedule that may be higher. Family member accounts living in the same household may be combined to determine breakpoints.
Fee Estimator
Location
8440 Holcomb Bridge Road, Suite 520, Alpharetta, GA, 30022
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Mrp Capital Investments, LLC
Previous Registrations
Mrp Currency, LLC
Narwhal Capital Management
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations2 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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