Marc Brown is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 25 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
76 advisors
Number of Clients
3,096 clients
Average Client Portfolio
$350K average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$25K
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Boca Raton, FL
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Regulatory History (4)
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Employment Separation After Allegations
July 2025Financial
May 2025Final
Financial
May 2025Final
Financial
August 2024Final
Employment History
Current Registrations
Nfsg Corporation
November 2025 - Present · 11 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
March 2025 - August 2025 · 5 mos
Raymond James Financial Services Advisors, INC
March 2025 - August 2025 · 5 mos
Janney Montgomery Scott LLC
August 2007 - March 2025 · 17 yrs 7 mos
Janney Montgomery Scott LLCBroker
July 2007 - March 2025 · 17 yrs 8 mos
Citigroup Global Markets INC.Broker
December 2004 - July 2007 · 2 yrs 7 mos
Merrill Lynch Pierce Fenner & Smith INC.
March 2003 - December 2004 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2003 - December 2004 · 1 yr 10 mos
Veravest Investments, INC.Broker
August 2001 - February 2003 · 1 yr 6 mos
First Montauk Securities CORP.Broker
September 2000 - July 2001 · 10 mos
State Registrations1 state
FL
Advisor
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
No exam information available for this advisor.
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