Marcia Futel
Marcia Futel is a registered investment advisor at Primerica Advisors, based in Cincinnati, OH, with 18 years of industry experience. Marcia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B 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 | 1.74% |
| $250K - $500K | 1.71% |
| $500K - $1.0M | 1.52% |
| $1.0M - $3.0M | 1.38% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.
Fee Estimator
Location
4555 Lakeforest Drive, #650, Cincinnati, OH, 45242
Get directionsHistory
Regulatory History (4)
Judgment / Lien
July 2017Judgment / Lien
October 2015Judgment / Lien
February 2014Judgment / Lien
January 2009Other Business Activities
Marcia sells investment-related products for companies affiliated with PFS Investments Inc. She also receives non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. and is the Incorporator for Connecting For Impact, LLC, dedicating about 10-20% of her time to this non-profit.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
Previous Registrations
Primerica Advisors
State Registrations1 state
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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