Marc Roland is a CFP, PFS-designated registered investment advisor at Dean Roland Russell, LLC, based in San Diego, CA, with 21 years of industry experience. Marc 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 169 clients with $310M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Minimum annual fee of $7,500. All fees are subject to negotiation.
Fee Estimator
Location
16880 West Bernardo Drive, Suite 170, San Diego, CA, 92127
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Dean Roland Russell, LLC
Previous Registrations
Confidant Wealth Advisory
Hokanson Associates, INC.
State Registrations1 state
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