Marcus Gustafsson
Marcus Gustafsson is a registered investment advisor at Gustafsson Wealth Management, INC., based in Atlanta, GA, with 20 years of industry experience. Marcus 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 35 clients with $12M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Advisory fee is negotiable depending on individual client circumstances. Separate fee schedule for 401(k) advisory services: $0-$250,000: 1.25%, $250,001 - $500,000: 1.00%, $500,001 +: 0.75%
Fee Estimator
Location
Atlanta, GA
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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
Gustafsson Wealth Management, INC.
Previous Registrations
Gustafsson Wealth Management, INC.
State Registrations2 states
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