Marcus Gunawan
Marcus Gunawan is a CFP-designated registered investment advisor at Packerland Brokerage Services, INC., based in Rosemead, CA, with 23 years of industry experience. Marcus 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, and 1 more. Their firm serves 4,245 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Packerland offers several investment management options:
- Individual Portfolio Management: Fees are a percentage of your portfolio, up to a maximum of 2.5% per year.
- Co-Advisory Programs: You'll pay program fees in addition to Packerland's advisory fee (up to 2.5% of your assets). These fees cover the third-party money manager's investment advisory services, potentially as part of a bundled fee arrangement.
- Hilltop/Envestnet Programs: Most programs have a unified fee covering the platform, manager, and Packerland's advisory services. Some fees, like those for transactions executed away from Hilltop, are charged separately.
- Solicitor Program: You'll pay a management fee to the third-party money manager, which Packerland shares. You won't pay a separate fee to Packerland.
Location
3733 Rosemead Blvd #201, Rosemead, CA, 91770
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Marcus is a Vice President at First Street Advisors, dedicating a few hours per week, and offers insurance services including life, annuities, health, dental, LTC, and employee benefits consulting. He also owns and manages family-owned rental property, spending minimal time on this activity, and provides mortgage loan services for about 10-20% of his time.
Employment History
Current Registrations
Packerland Brokerage Services, INC.Broker
Packerland Brokerage Services, INC.
Previous Registrations
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Tlg Advisors, INC.
The Leaders Group, INC.Broker
The Leaders Group, INC.Broker
Tbg FinancialBroker
Dean Witter Reynolds INC.Broker
State Registrations7 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.