Marcus Walker is a CFP, ChFC-designated registered investment advisor at Fifth Third Wealth Advisors LLC, based in Dallas, TX, with 20 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,498 clients with $7.8B 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 $5.0M | 1.00% |
| $5M+ | 0.60% |
Rates shown are for accounts holding equity, cash, and mixed assets. Fixed income and cash-only accounts are charged 0.50% up to $5M and 0.375% over $5M. All accounts are subject to a $7,500 minimum annual fee. Fees are negotiable.
Fee Estimator
Location
8333 Douglas Avenue, Dallas, TX, 75225
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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
Fifth Third Wealth Advisors LLC
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Triad Advisors, INC.Broker
Karsten Advisors
Dewaay Financial Network, LLCBroker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
Edward JonesBroker
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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