Marc Russell is a CFA-designated registered investment advisor at Mariner, based in Delray Beach, FL, with 20 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 55,512 clients with $130B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are subject to negotiation. Subject to a minimum quarterly fee of $1,875. Certain alternative strategies and specialized accounts may incur separate strategy fees or third-party manager fees.
Fee Estimator
Location
Delray Beach, FL
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Regulatory History (1)
Regulatory
December 2022Other Business Activities
Marc is a consultant for MRK Partners, a passive investor in MWR Investment Holdings, LLC, and an advisory council member for CAIS Advisory Council. He also serves as Secretary & Treasurer for the non-profit Bloom Here, Inc. and a business advisor for Connectd, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Mariner
Previous Registrations
Adviceperiod, LLC
City National Securities, INC.Broker
Convergent Wealth Advisors, LLC
Lydian Wealth Management Company, LLC
State Registrations2 states
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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