Marcus Griffin is a CFA-designated registered investment advisor at Lifeworks Advisors, LLC, based in Laguna Niguel, CA, with 19 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,814 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The advisory fee is up to 1.50% annually of the assets under management and is negotiable based on the aggregate assets under management with Lifeworks Advisors.
Fee Estimator
Location
Laguna Niguel, CA
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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 →Other Business Activities
Marcus is a principal at Narrow Gate Wealth Management, offering investment advisory services. This activity takes up a full-time commitment during securities trading hours.
Employment History
Current Registrations
Lifeworks Advisors, LLC
Previous Registrations
Mariner Independent
Narrow Gate Wealth Management LLC
Crawford Investment Counsel INC
Glenmore Advisors, LLC
Genspring Family Offices, LLC
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.
Exams
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