Scott Marmo
Scott Marmo is a registered investment advisor at Marmo Financial Group, LLC, based in Johnson City, TN, with 23 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,006 clients with $250M 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 - $750K | 1.35% |
| $750K - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.05% |
| $5M+ | 0.90% |
MFG may make exceptions to the fee schedule or negotiate special fee arrangements.
Fee Estimator
Location
801 Sunset Drive, Bldg A, Suite 1, Johnson City, TN, 37604
Get directionsHistory
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 ActivitiesSells Insurance
Scott is an insurance broker as a sole proprietor since 2006, spending about a quarter of his time on this activity. He also serves as a non-voting board member for Holston Medical Group, dedicating minimal time each month.
Employment History
Current Registrations
Marmo Financial Group, LLC
Previous Registrations
Triad Advisors, INC.Broker
Triad Advisors, INC.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations4 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.