Marty Block is a registered investment advisor at Verus Capital Partners, LLC, based in Scottsdale, AZ, with 26 years of industry experience. Marty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,040 clients with $2.1B 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 $500K | 2.50% |
| $500K+ | 2.00% |
Fees may be negotiable.
Fee Estimator
Location
14301 N 87th St #307, Scottsdale, AZ, 85206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Marty operates Retirement Income Strategies, LLC as a DBA for his LPL business and spends about half his time on it. He also provides investment advisory services through Verus Capital Partners, LLC, dedicating nearly full-time hours to this activity and operating Retirement Income Strategies LLC as a DBA.
Employment History
Current Registrations
Verus Capital Partners, LLC
Previous Registrations
LPL Financial LLCBroker
Verus Capital Partners, LLC
Securities America, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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