Marc Bathgate is a registered investment advisor at 7two, based in Park City, UT, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 59 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SevenTwo's investment advisory fees are paid quarterly and can be a flat fee or a percentage of the value of your portfolio. The specific fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with SevenTwo. Investment advisory fees do not exceed 1.5% annually. Fees may be negotiable at SevenTwo's discretion.
Location
Park City, UT
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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.
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Marc is a managing member of Black Marmot, LLC, RHF IV Holding Company LLC, and Victory Haven, LLC, and an independent contractor for 7Two LLC. He also works as an organizational health consultant and provides advice to Lost Lantern, Inc., dedicating minimal time to each activity.
Employment History
Current Registrations
7two
Silver Leaf Partners, LLC
Silver Leaf Partners, LLCBroker
Previous Registrations
Far Hills Group, LLC.Broker
Hamilton Miller Investments, LLCBroker
Gvc Capital LLCBroker
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.