Marc Ohler is a CFA-designated registered investment advisor at Excalibur Management CORP, based in Waltham, MA, 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 307 clients with $710M 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 | 1.00% |
Fees range up to 1.0% annually of account market value, billed quarterly in arrears. Fees and account minimums are negotiable based on aggregate family holdings, low-cost basis securities, or pre-existing relationships.
Fee Estimator
Location
Bay Colony Corporate Center, 950 Winter Street North, Suite 4100, Waltham, MA, 02451
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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
Excalibur Management CORP
State Registrations2 states
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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