Marcel Doumerc is a registered investment advisor at Eden Financial, based in Guntersville, AL, with 2 years of industry experience. Marcel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 91 clients with $26M 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 | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Household accounts may be aggregated. Ongoing financial planning is included for clients with $300,000 or more in investable assets.
Fee Estimator
Location
Guntersville, AL
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 Activities
Marcel is an owner of Anvil Wealth, Place 2 B, LLC, and Jasuco, LLC. These activities occur outside of trading hours.
Employment History
Current Registrations
Eden Financial
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
More Advisors
- Andrew Ferguson, CFP, PFSGateway Wealth Management, LLC
- Kerry Chatham, CFP
- Troy Mancuso, ChFCEdward Jones
- David Bridges, CFPLPL Financial LLC