Marvin Barron is a CFP-designated registered investment advisor at Tgs Financial Advisors, based in Radnor, PA, with 15 years of industry experience. Marvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Federal Employees, and 7 more. Their firm serves 259 clients with $430M 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 | 1.15% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.45% |
Fees are negotiable. Certain clients may be subject to a discontinued legacy fee schedule. Sub-advisor fees are in addition to this schedule.
Fee Estimator
Contact
Marvin Barron
Location
100 W. Matsonford Road, Building 3, Suite 304, Radnor, PA, 19087
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 →Employment History
Current Registrations
Tgs Financial Advisors
Previous Registrations
Tgs Financial Advisors
Tgs Financial Advisors
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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