MP
MP

Marcell Pickens

18 Years of Experience
Piscataway, NJ

Marcell Pickens is a registered investment advisor at Princeton Global Asset Management LLC, based in Piscataway, NJ, with 18 years of industry experience. Marcell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 365 clients with $920M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
365 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$921.3M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are generally negotiable based on account size, securities held, and client restrictions, up to a maximum of 1.50%. Accounts falling below a certain threshold are subject to a minimum annual fee of $5,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Piscataway, NJ

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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.

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Other Business Activities

Marcell is the co-founder and lead photographer of Evvett Marcell Photography, LLC. This activity requires a few hours per week.

Employment History
Current Registrations
Princeton Global Asset Management LLC
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
TD Ameritrade Investment Management, LLC
January 2013 - October 2018 · 5 yrs 9 mos
TD Ameritrade, INC.Broker
January 2013 - October 2018 · 5 yrs 9 mos
TD Ameritrade, INC.
January 2013 - October 2018 · 5 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2010 - January 2013 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2010 - January 2013 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2008 - January 2010 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2008 - January 2010 · 1 yr 4 mos
Wachovia Securities, LLC
October 2007 - September 2008 · 11 mos
Wachovia Securities, LLCBroker
August 2007 - September 2008 · 1 yr 1 mo
AXA Advisors, LLCBroker
April 2007 - August 2007 · 4 mos
State Registrations1 state
NJ
Advisor

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Exams
No exam information available for this advisor.
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