Marla Vickrey
Marla Vickrey is a registered investment advisor at Hofer & Associates Wealth Management, based in Thousand Oaks, CA, with 18 years of industry experience. Marla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 300 clients with $220M 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 $250K | 1.15% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.70% |
| $6M+ | 0.60% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
90 E Thousand Oaks Blvd., Suite 310, Thousand Oaks, CA, 91360
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marla rents out her former residence, requiring minimal time commitment. She also works as an insurance agent, dedicating a few hours per week to insurance-related activities.
Employment History
Current Registrations
Hofer & Associates Wealth Management
Previous Registrations
Thrivent Investment Management INC.
State Registrations1 state
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