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Marc Werres

16 Years of Experience
San Francisco, CA

Marc Werres is a registered investment advisor at Hinde Group LLC, based in San Francisco, CA, with 16 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $20M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
15 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$19.7M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

580 California St., 16th Floor, San Francisco, CA, 94104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Hinde Group LLC
May 2015 - Present · 11 yrs
Previous Registrations
Werres, Tseng & CO., LLC
February 2010 - September 2015 · 5 yrs 7 mos
State Registrations1 state
CA
Advisor

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Exams
No exam information available for this advisor.