Marilou Moursund is a CFA-designated registered investment advisor at Prime Capital Financial, based in San Antonio, TX, with 23 years of industry experience. Marilou operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 23,965 clients with $39B 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% |
Standard asset management fees typically range between 1.00% and 1.50% annually, with a maximum of 2.50% and a minimum of 0.25%. Fees are negotiable depending on the advisor, account complexity, and total assets.
Fee Estimator
Location
7373 Broadway Suite #107, San Antonio, TX, 78209
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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
Marilou is a director at Mortgage Loan and Agency and also holds multiple positions at Harlandale Housing Corporation, both family-related and requiring minimal time. She is also a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC, dedicating minimal time to this role as well.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
Crossvault Capital Management 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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