Marion Mcdowell is a registered investment advisor at Detalus Advisors, LLC, based in Evansville, IN, with 23 years of industry experience. Marion operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 707 clients with $2.2B 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $7.0M | 0.65% |
| $7.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.45% |
| $15.0M - $20.0M | 0.40% |
| $20M+ | 0.35% |
Fees are negotiable on a client-by-client basis. Variable annuities are charged an annual fee of 0.50% to 1.00%.
Fee Estimator
Location
Evansville, IN
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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
Marion is a Certified Public Accountant and receives separate compensation for this role. From time to time, Marion offers clients advice or products related to this activity, but it is not investment-related.
Employment History
Current Registrations
Detalus Advisors, LLC
Previous Registrations
Detalus Securities, LLCBroker
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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