MS
MS

Marc Shapiro

18 Years of Experience
Denville, NJ

Marc Shapiro is a registered investment advisor at Shapiro Asset Management, LLC, based in Denville, NJ, with 18 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 34 clients with $48M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
34 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$48.0M

Fee Structure

Minimum Investment:$350K
Investment management only (planning not offered)

Shapiro Asset Management manages client accounts on a discretionary basis. The annual fee is negotiable and ranges from 0.70% to 2.0% of the value of your portfolio, depending on the size and complexity of the account. The fee is paid quarterly.

Loading...

Location

Denville, NJ

Get directions

History

Regulatory History
Clean regulatory record

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
Shapiro Asset Management, LLC
February 2008 - Present · 18 yrs 3 mos
State Registrations1 state
NJ
Advisor

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
No exam information available for this advisor.
Marc Shapiro - Financial Advisor | TrueAdvisor