Edward Marion
Edward Marion is a registered investment advisor at Private Client Services, LLC, based in Columbia, SC, with 17 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
2009 Lincoln St, Columbia, SC, 29201
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2021Other Business ActivitiesSells Insurance
Edward is the president of Marion Investment Advisors, LLC, focusing on securities and insurance, which occupies his full-time. He is also a 50% partner in Echelon Holdings LLC, owning real estate and handling general administration and maintenance, dedicating a few hours per week.
Employment History
Current Registrations
Private Client Services, LLC
Private Client Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Proequities, INC.Broker
Uvest Financial Services Group, INC.Broker
State Registrations3 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.