Marc Angle is a registered investment advisor at Haven Private, based in Orlando, FL, with 16 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 165 clients with $350M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.45% |
| $50M+ | 0.45% |
Fees are negotiable within each tier and for amounts over $50,000,000. Account values of family members or business associates may be combined to determine the applicable advisory fee.
Fee Estimator
Location
976 Lake Baldwin Lane, Suite 201, Orlando, FL, 32814
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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 Activities
Marc receives referral fees through Thayer Road Capital, LLC for introductions to non-clients in the medical laboratory business. He is also a board member of the Orlando Police Foundation, dedicating minimal time each month, and is listed on Dripd LLC to assist his minor son but has no involvement in the business.
Employment History
Current Registrations
Haven Private
Previous Registrations
Haven Private
Fieldpoint Private Securities LLC
Fieldpoint Private Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
State Registrations2 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.