Marcus Bloom is a registered investment advisor at Donaldson Capital Management LLC, based in Atlanta, GA, with 24 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,742 clients with $3.1B 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 | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.5M | 0.88% |
| $3.5M - $6.5M | 0.75% |
| $6.5M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000. All households will have a minimum annual fee of $4,500.
Fee Estimator
Location
400 Embassy Row NE Suite 108, Atlanta, GA, 30328
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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
Donaldson Capital Management LLC
Previous Registrations
Lifestyle Freedom Advisory Group, LLC
Royal Alliance Associates, INC.Broker
Signator Investors, INC.Broker
Transamerica Financial Advisors, INCBroker
Royal Alliance Associates, INC.Broker
State Registrations1 state
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.