Eliot Marr is a registered investment advisor at Retirement Plan Advisors, LLC, based in Chicago, IL, with 17 years of industry experience. Eliot 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 8,148 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPA offers investment management services where they manage your investments for a fee based on the amount of your portfolio. The specific fee will not exceed 2.25% per year. Trading, custodial, and account service fees may also apply. Fees are typically deducted from your account either monthly or quarterly.
RPA also participates in wrap fee programs through Cambridge Investment Research Advisors, Inc. called WealthPort. These programs charge an inclusive fee covering custody, brokerage, and investment advisory services. The maximum fee is 2.25%.
Location
29 E. Madison St., Suite 500, Chicago, IL, 60602-3205
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eliot is a mortgage loan originator, an author, an insurance agent, a managing director/investment adviser representative for Bison Wealth, LLC, and a registered representative for Metric Financial LLC. He dedicates minimal time to mortgage origination and insurance sales, about a quarter of his time to Bison Wealth, and minimal time to Metric Financial LLC.
Employment History
Current Registrations
Retirement Plan Advisors, LLC
Cambridge Investment Research, INC.Broker
Previous Registrations
Bison Wealth, LLC
Metric Financial, LLCBroker
Bison Wealth, LLC
The Pacific Financial Group, INC.
Ifp Securities, LLCBroker
Independent Financial Partners
LPL Financial LLCBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Wachovia Securities, LLCBroker
Metlife Securities INC.Broker
State Registrations6 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.